PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. SOUTH COMMUNITY INC.
Sponsor portfolio

SOUTH COMMUNITY INC.

EIN 31-0840585-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
1
$20.2M assets
Welfare
1
$1.8M premiums
Participants
612
3095 KETTERING BLVD - MORAINE, OH 45439937-293-8300
Plans on this EIN
2 filings
#001401k-$20.2M - 407 part#501Fully Insured-$1.8M - 242 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 242 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Dental$90K
  • Short-term disability$85K
  • Life$53K
  • Long-term disability$35K
  • Vision$16K
Total $1.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • COMMUNITY INSURANCE COMPANY85%
  • ANTHEM LIFE INSURANCE COMPANY10%
  • SUPERIOR DENTAL CARE5%
  • EYEMED VISION CARE1%
Total $1.8M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $60K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SOUTH COMMUNITY INC. 401(K) RETIREMENT PLAN

401k

Assets$20.2M
Participants407
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SOUTH COMMUNITY INC. EMPLOYEE BENEFIT PLAN

Fully Insured - COMMUNITY INSURANCE COMPANY

Premiums$1.8M
Covered lives242
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SOUTH COMMUNITY INC. 401(K) RETIREMENT PLAN401k$20.2M4072025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SOUTH COMMUNITY INC. EMPLOYEE BENEFIT PLANFully InsuredCOMMUNITY INSURANCE COMPANY$1.8M2422025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica