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Sponsor portfolioTH

AREA AGENCY ON AGING REGION 9, INC.

EIN 31-0887396-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$10.5M assets
Welfare
1
$207K premiums
Participants
311
710 WHEELING AVENUE - CAMBRIDGE, OH 43725740-435-4700aaa9.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
2 filings
#003403b-$10.5M - 178 part#501Mixed-$207K - 312 lives

Benefits portfolio analytics

1 plan / $207K premiums / 312 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$96K
  • Long-term disability$96K
  • Other$96K
  • Dental$94K
  • Vision$17K
Total $207K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
46%top
  • SYMETRA LIFE INSURANCE COMPANY46%
  • METROPOLITAN LIFE INSURANCE COMPANY45%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA8%
Total $207K3 slices

Broker market share

Schedule A broker compensation

Split broker
56%top
  • NFP INSURANCE SERVICES INC56%
  • CENTRO BENEFITS RESEARCH LLC38%
  • THE JAMES B OSWALD COMPANY6%
Total $24K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

AREA AGENCY ON AGING REGION 9 INC. 403(B) PLAN

403b

Assets$10.5M
Participants178
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AREA AGENCY ON AGING REGION 9, INC HEALTH AND WELFARE PLAN

Mixed - SYMETRA LIFE INSURANCE COMPANY

Premiums$207K
Covered lives312
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003AREA AGENCY ON AGING REGION 9 INC. 403(B) PLAN403b$10.5M1782024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AREA AGENCY ON AGING REGION 9, INC HEALTH AND WELFARE PLANMixedSYMETRA LIFE INSURANCE COMPANY$207K3122025
Retirement plans
Welfare plans
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