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Sponsor portfolioTH

EQUITAS HEALTH

EIN 31-1126780-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$17.9M assets
Welfare
1
$1.1M premiums
Participants
1,577
1105 SCHROCK ROAD, SUITE 400 - COLUMBUS, OH 43229614-291-7162equitashealth.comLinkedIn501-1000 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$17.9M - 947 part#502Mixed-$1.1M - 516 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 516 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$1.1M
  • Dental$1.1M
  • Life$1.1M
  • Short-term disability$1.1M
  • Long-term disability$1.1M
  • Other$1.1M
Total $1.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY97%
  • VISION SERVICE PLAN3%
Total $1.1M2 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • USI INSURANCE SERVICES LLC92%
  • CENTERSTONE INSURANCE AND FINANCIAL8%
  • LIFETIME FINANCIAL GROWTH0%
  • THE WORKSITE GROUP LLC0%
  • JAMES R NELLIGAN & ASSOCIATES LLC0%
Total $248K5 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

EQUITAS HEALTH 401(K) PLAN AND PROFIT SHARING PLAN

401k

Assets$17.9M
Participants947
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

EQUITAS HEALTH EMPLOYEE BENEFITS PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$1.1M
Covered lives516
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EQUITAS HEALTH 401(K) PLAN AND PROFIT SHARING PLAN401k$17.9M9472024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502EQUITAS HEALTH EMPLOYEE BENEFITS PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$1.1M5162025
Retirement plans
Welfare plans
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