Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.2M
- Dental$139K
- Vision$139K
- Life$139K
- Short-term disability$139K
- Long-term disability$139K
- +1 more
Sponsor portfolio
OHIO EQUITIES, LLC
EIN 31-1602109real estateLatest filing 2024
Plans
2
Retirement
1
$5.1M assets
Welfare
1
$1.4M premiums
Participants
209
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.4M premiums / 122 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- AETNA LIFE INSURANCE COMPANY90%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA10%
Broker market share
Schedule A broker compensation
82%top
- HUB INTERNATIONAL MIDWEST LIMITED82%
- ENROLLEASE9%
- WATCHTOWER BENEFITS, LLC8%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
OHIO EQUITIES REALTORS 401(K) PROFIT SHARING PLAN
401k
Assets$5.1M
Participants117
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510
OHIO EQUITIES EMPLOYEE BENEFITS PLAN
Fully Insured - AETNA LIFE INSURANCE CO
Premiums$1.4M
Covered lives122
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | OHIO EQUITIES REALTORS 401(K) PROFIT SHARING PLAN | 401k | $5.1M | 117 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 510 | OHIO EQUITIES EMPLOYEE BENEFITS PLAN | Fully Insured | AETNA LIFE INSURANCE CO | $1.4M | 122 | 2024 |
Retirement plans
Welfare plans