Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$150K
- Life$144K
- Long-term disability$144K
- Vision$52K
Sponsor portfolioTH
OTTERBEIN UNIVERSITY
EIN 31-4379532higher educationLatest filing 2025
Plans
2
Retirement
1
$152.6M assets
Welfare
1
$203K premiums
Participants
1,690
1 SOUTH GROVE ST. - WESTERVILLE, OH 43081614-823-1805otterbein.eduLinkedIn201-500 employeeshigher education
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $203K premiums / 377 covered livesCarrier market share
Premium dollars by Schedule A carrier
57%top
- STANDARD INSURANCE COMPANY57%
- VISION SERVICE PLAN26%
- ANTHEM LIFE INSURANCE COMPANY14%
- BEHAVIOR MANAGEMENT ASSOCIATES, INC., DBA IMPACT SOLUTIONS3%
Broker market share
Schedule A broker compensation
0%top
- MILESTONE BENEFITS AGENCY INC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
OTTERBEIN UNIVERSITY TAX DEFERRED ANNUITY AND DEFINED CONTRIBUTION RETIREMENT PLAN
403b
Assets$152.6M
Participants1,261
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
OTTERBEIN UNIVERSITY EMPLOYEE BENEFITS PLAN
Mixed - STANDARD INSURANCE COMPANY
Premiums$203K
Covered lives377
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | OTTERBEIN UNIVERSITY TAX DEFERRED ANNUITY AND DEFINED CONTRIBUTION RETIREMENT PLAN | 403b | $152.6M | 1,261 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | OTTERBEIN UNIVERSITY EMPLOYEE BENEFITS PLAN | Mixed | STANDARD INSURANCE COMPANY | $203K | 377 | 2024 |
Retirement plans
Welfare plans