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  2. ANNA MARIA OF AURORA, INC.
Sponsor portfolio

ANNA MARIA OF AURORA, INC.

EIN 34-0965631-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$3.2M assets
Welfare
1
$198K premiums
Participants
482
889 NORTH AURORA ROAD - AURORA, OH 44202330-562-6171annamariaofaurora.comLinkedIn201-500 employeeshospital & health care
Plans on this EIN
2 filings
#002401k-$3.2M - 333 part#501Mixed-$198K - 149 lives

Benefits portfolio analytics

1 plan / $198K premiums / 149 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$96K
  • Vision$96K
  • Short-term disability$83K
  • Long-term disability$83K
  • Other$83K
  • Life$19K
Total $198K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
48%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY48%
  • AFLAC42%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY10%
Total $198K3 slices

Broker market share

Schedule A broker compensation

Split broker
73%top
  • USI INSURANCE SERVICES LLC73%
  • SHAWN HEITNER8%
  • MICHAEL KAMINSKI4%
  • DAVID A COSENTINO3%
  • STEVEN M MAZUR3%
  • +3 more
Total $29K8 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

ANNA MARIA OF AURORA, INC. 401(K) PLAN

401k

Assets$3.2M
Participants333
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ANNA MARIA OF AURORA HEALTH AND WELFARE PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$198K
Covered lives149
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002ANNA MARIA OF AURORA, INC. 401(K) PLAN401k$3.2M3332024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ANNA MARIA OF AURORA HEALTH AND WELFARE PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$198K1492025
Retirement plans
Welfare plans
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