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
Filings through .
Equity Resources, Inc
EIN 31-1401378financial servicesLatest filing 2025
Plans
2
Retirement
1
$27.5M assets
Health & Benefits
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 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $2.5M premiums / 462 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
EQUITY RESOURCES, INC 401K PROFIT SHARING PLAN
401(k)
Assets$27.5M
Participants220
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
EQUITY RESOURCES HEALTH AND WELFARE PLAN
Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$2.5M
Covered lives462
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | EQUITY RESOURCES, INC 401K PROFIT SHARING PLAN | 401(k) | $27.5M | 220 | 2025 |
- #001 · 401(k) · 2025220
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | EQUITY RESOURCES HEALTH AND WELFARE PLAN | Fully insured | UNITEDHEALTHCARE INSURANCE COMPANY | $2.5M | 462 | 2025 |
- #501 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 2025462
Retirement plans
Health & Benefits plans