PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. HEALTHSOURCE OF OHIO, INC.
Sponsor portfolioTH

HEALTHSOURCE OF OHIO, INC.

EIN 31-0884250-hospital & health care-Latest filing 2024
Plans
3
Retirement
1
$17.8M assets
Welfare
2
$3.7M premiums
Participants
881
424 WARDS CORNER ROAD, SUITE 200 - LOVELAND, OH 45140513-576-7700healthsourceofohio.orgLinkedIn201-500 employeeshospital & health care
Plans on this EIN
3 filings
#002ProfitSharing-$17.8M - 493 part#502Fully Insured-$3.3M - 705 lives#501Mixed-$334K - 388 lives

Benefits portfolio analytics

2 plans / $3.7M premiums / 1,093 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.1M
  • Life$334K
  • Short-term disability$334K
  • Other$334K
  • Dental$194K
  • Vision$40K
Total $3.7M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • COMMUNITY INSURANCE COMPANY90%
  • HARTFORD LIFE AND ACCIDENT9%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY1%
Total $3.7M3 slices

Broker market share

Schedule A broker compensation

Split broker
55%top
  • HORAN ASSOCIATES INC.55%
  • HUB INTERNATIONAL MIDWEST LIMITED45%
Total $109K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

HEALTHSOURCE OF OHIO PROFIT SHARING PLAN

ProfitSharing

Assets$17.8M
Participants493
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

HEALTHSOURCE OF OHIO PLAN

Fully Insured - COMMUNITY INSURANCE COMPANY

Premiums$3.3M
Covered lives705
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

HEALTHSOURCE OF OHIO LIFE & DISABILITY PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$334K
Covered lives388
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002HEALTHSOURCE OF OHIO PROFIT SHARING PLANProfitSharing$17.8M4932024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502HEALTHSOURCE OF OHIO PLANFully InsuredCOMMUNITY INSURANCE COMPANY$3.3M7052024
501HEALTHSOURCE OF OHIO LIFE & DISABILITY PLANMixedHARTFORD LIFE AND ACCIDENT$334K3882024
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