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Sponsor portfolio

AREA AGENCY ON AGING DISTRICT 7

EIN 31-0971399-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$8.3M assets
Welfare
1
$3.0M premiums
Participants
394
1 ACY AVENUE - JACKSON, OH 45640740-245-5306aaa11.orgLinkedIn1-10 employeeshospital & health care
Plans on this EIN
2 filings
#001403b-$8.3M - 227 part#509Fully Insured-$3.0M - 408 lives

Benefits portfolio analytics

1 plan / $3.0M premiums / 408 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.8M
  • Long-term disability$113K
  • Dental$107K
  • Vision$74K
  • Life$74K
  • Other$39K
Total $3.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • MEDICAL MUTUAL93%
  • STANDARD INSURANCE COMPANY2%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
  • MEDMUTUAL LIFE INSURANCE COMPANY1%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Total $3.0M5 slices

Broker market share

Schedule A broker compensation

Split broker
81%top
  • OPOC INSURANCE SERVICES LLC81%
  • REB CONSULTING, INC.9%
  • CENTERSTONE INSURANCE AND FINANCIAL5%
  • JUSTIN J MCDONALD1%
  • OVERALL BENEFITS GROUP LLC1%
  • +3 more
Total $65K8 slices

Plan deep-dives

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

AREA AGENCY ON AGING DISTRICT 7 403B PLAN

403b

Assets$8.3M
Participants227
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#509

AREA AGENCY ON AGING DISTRICT 7 WELFARE BENEFIT PLAN

Fully Insured - MEDICAL MUTUAL

Premiums$3.0M
Covered lives408
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AREA AGENCY ON AGING DISTRICT 7 403B PLAN403b$8.3M2272024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
509AREA AGENCY ON AGING DISTRICT 7 WELFARE BENEFIT PLANFully InsuredMEDICAL MUTUAL$3.0M4082025
Retirement plans
Welfare plans
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