Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.3M
- Prescription drug$2.3M
- Dental$228K
- Vision$228K
- Life$228K
- Short-term disability$228K
- +2 more
Sponsor portfolio
EQUITY RESOURCES, INC
EIN 31-1401378financial servicesLatest filing 2025
Plans
2
Retirement
1
$27.5M assets
Welfare
1
$2.5M premiums
Participants
406
25 1/2 S PARK PLACE, PO BOX 5177 - NEWARK, OH 43055740-349-7082callequity.netLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.5M premiums / 462 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- UNITEDHEALTHCARE INSURANCE COMPANY91%
- PRINCIPAL LIFE INSURANCE COMPANY9%
Broker market share
Schedule A broker compensation
88%top
- THE JAMES B OSWALD COMPANY88%
- CENTRO BENEFITS RESEARCH LLC12%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
EQUITY RESOURCES, INC 401K PROFIT SHARING PLAN
401k
Assets$27.5M
Participants220
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
EQUITY RESOURCES HEALTH AND WELFARE PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$2.5M
Covered lives462
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EQUITY RESOURCES, INC 401K PROFIT SHARING PLAN | 401k | $27.5M | 220 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | EQUITY RESOURCES HEALTH AND WELFARE PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $2.5M | 462 | 2025 |
Retirement plans
Welfare plans