Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.7M
- Dental$140K
- Other$137K
- Life$66K
- Long-term disability$49K
- Vision$28K
Sponsor portfolioTH
COUNCIL ON AGING OF SOUTHWESTERN OHIO, INC.
EIN 31-0807186hospital & health careLatest filing 2025
Plans
2
Retirement
1
$21.2M assets
Welfare
1
$4.1M premiums
Participants
783
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.1M premiums / 614 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- UNITEDHEALTHCARE INSURANCE COMPANY92%
- SUPERIOR DENTAL CARE3%
- LIFE INSURANCE COMPANY OF NORTH AMERICA3%
- FIDELITY SECURITY LIFE INSURANCE COMPANY1%
- BETHESDA HEALTHCARE INC. DBA TRIHEALTH EAP0%
Broker market share
Schedule A broker compensation
82%top
- HUB INTERNATIONAL MIDWEST LIMITED82%
- HORAN ASSOCIATES INC.15%
- WATCHTOWER TECHNOLOGIES INC3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
COUNCIL ON AGING OF SOUTHWESTERN OHIO, INC. RETIREMENT PLAN
MoneyPurchase
Assets$21.2M
Participants428
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
COUNCIL ON AGING WELFARE PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$4.1M
Covered lives614
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | COUNCIL ON AGING OF SOUTHWESTERN OHIO, INC. RETIREMENT PLAN | MoneyPurchase | $21.2M | 428 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | COUNCIL ON AGING WELFARE PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $4.1M | 614 | 2025 |
Retirement plans
Welfare plans