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Sponsor portfolio

AREA AGENCY ON AGING, PSA2

EIN 31-1361630-individual & family services-Latest filing 2025
Plans
2
Retirement
1
$16.0M assets
Welfare
1
$5.9M premiums
Participants
338
40 WEST 2ND STREET- SUITE 400 - DAYTON, OH 45402937-341-3000info4seniors.orgLinkedIn51-200 employeesindividual & family services
Plans on this EIN
2 filings
#002403b-$16.0M - 199 part#505Fully Insured-$5.9M - 138 lives

Benefits portfolio analytics

1 plan / $5.9M premiums / 138 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.7M
  • Dental$3.0M
  • Vision$2.9M
  • Long-term disability$29K
  • Life$28K
  • Other$28K
Total $5.9M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • ANTHEM LIFE INSURANCE COMPANY50%
  • COMMUNITY INSURANCE COMPANY49%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY1%
Total $5.9M3 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • MARSH & MCLENNAN AGENCY LLC88%
  • DIGITAL INSURANCE LLC12%
Total $105K2 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

AREA AGENCY ON AGING, PSA2 403(B) PLAN

403b

Assets$16.0M
Participants199
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

AREA AGENCY ON AGING, PSA2 SECTION 125 PLAN

Fully Insured - COMMUNITY INSURANCE COMPANY

Premiums$5.9M
Covered lives138
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002AREA AGENCY ON AGING, PSA2 403(B) PLAN403b$16.0M1992024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505AREA AGENCY ON AGING, PSA2 SECTION 125 PLANFully InsuredCOMMUNITY INSURANCE COMPANY$5.9M1382025
Retirement plans
Welfare plans
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