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Sponsor portfolioTH

TALBERT HOUSE

EIN 31-0713350-mental health care-Latest filing 2025
Plans
2
Retirement
1
$33.5M assets
Welfare
1
$850K premiums
Participants
1,858
2600 VICTORY PARKWAY - CINCINNATI, OH 45206513-751-7747talberthouse.orgLinkedIn501-1000 employeesmental health care
Plans on this EIN
2 filings
#008403b-$33.5M - 1,095 part#501Mixed-$850K - 1,265 lives

Benefits portfolio analytics

1 plan / $850K premiums / 1,265 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$615K
  • Vision$508K
  • Life$508K
  • Short-term disability$508K
  • Long-term disability$508K
  • Dental$235K
Total $850K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • UNITEDHEALTHCARE INSURANCE COMPANY60%
  • DELTA DENTAL OF CALIFORNIA28%
  • SYMETRA LIFE INSURANCE COMPANY13%
Total $850K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $77K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#008

TALBERT HOUSE 403(B) PLAN

403b

Assets$33.5M
Participants1,095
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE TALBERT HOUSE WELFARE BENEFIT PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$850K
Covered lives1,265
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
008TALBERT HOUSE 403(B) PLAN403b$33.5M1,0952025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE TALBERT HOUSE WELFARE BENEFIT PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$850K1,2652025
Retirement plans
Welfare plans
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