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Sponsor portfolio

TOWNE PROPERTIES ASSET MANAGEMENT CO., INC

EIN 31-0945003-Latest filing 2025
Plans
6
Retirement
1
$46.0M assets
Welfare
5
$117K premiums
Participants
972
1055 ST. PAUL PLACE - CINCINNATI, OH 45202513-381-8696
Plans on this EIN
6 filings
#001401k-$46.0M - 852 part#502Fully Insured-$105K - 490 lives#503Fully Insured-$12K - 404 lives#501Self Funded-0 lives#533Self Funded-0 lives#534Fully Insured-0 lives

Benefits portfolio analytics

5 plans / $117K premiums / 894 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$105K
  • Vision$12K
Total $117K2 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
  • PRINCIPAL LIFE INSURANCE COMPANY0%
Total $117K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $13K1 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

TOWNE RETIREMENT 401(K) PLAN

401k

Assets$46.0M
Participants852
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

TOWNE PROPERTIES ASSET MANAGEMENT CO., INC DENTAL PLAN

Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$105K
Covered lives490
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

TOWNE PROPERTIES ASSET MANAGEMENT CO., INC. VISION PLAN

Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$12K
Covered lives404
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

TOWNE PROPERTIES GROUP HEALTH PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#533

TOWNE PROPERTIES ASSET MANAGEMENT FLEXIBLE BENEFITS PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#534

TOWNE PROPERTIES ASSET MANAGEMENT LIFE AD&D

Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TOWNE RETIREMENT 401(K) PLAN401k$46.0M8522024

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest year
502TOWNE PROPERTIES ASSET MANAGEMENT CO., INC DENTAL PLANFully InsuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$105K4902025
503TOWNE PROPERTIES ASSET MANAGEMENT CO., INC. VISION PLANFully InsuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$12K4042025
501TOWNE PROPERTIES GROUP HEALTH PLANSelf Funded-$002025
533TOWNE PROPERTIES ASSET MANAGEMENT FLEXIBLE BENEFITS PLANSelf Funded-$002025
534TOWNE PROPERTIES ASSET MANAGEMENT LIFE AD&DFully InsuredPRINCIPAL LIFE INSURANCE COMPANY$002025
Retirement plans
Welfare plans
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