Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$713K
- Prescription drug$713K
- Life$69K
- Short-term disability$69K
- Long-term disability$69K
- Other$69K
- +2 more
Sponsor portfolio
CHARLES PENZONE, INC.
EIN 31-0749362hospitalityLatest filing 2025
Plans
2
Retirement
1
$14.6M assets
Welfare
1
$833K premiums
Participants
460
6671 VILLAGE PARKWAY - DUBLIN, OH 43017614-791-7032charlespenzone.comLinkedIn501-1000 employeeshospitality
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $833K premiums / 100 covered livesCarrier market share
Premium dollars by Schedule A carrier
86%top
- MEDICAL MUTUAL86%
- AMERICAN UNITED LIFE INSURANCE COMPANY8%
- SUPERIOR DENTAL CARE5%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA1%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
CHARLES PENZONE, INC. 401(K) PLAN AND TRUST
401k
Assets$14.6M
Participants361
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
CHARLES PENZONE, INC. EMPLOYEE BENEFITS PLAN
Fully Insured - MEDICAL MUTUAL OF OHIO
Premiums$833K
Covered lives100
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | CHARLES PENZONE, INC. 401(K) PLAN AND TRUST | 401k | $14.6M | 361 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | CHARLES PENZONE, INC. EMPLOYEE BENEFITS PLAN | Fully Insured | MEDICAL MUTUAL OF OHIO | $833K | 100 | 2025 |
Retirement plans
Welfare plans