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Sponsor portfolio

HARCATUS TRI-COUNTY COMMUNITY ACTION ORGANIZATION

EIN 34-0970561-Latest filing 2025
Plans
2
Retirement
1
$2.7M assets
Welfare
1
$1.0M premiums
Participants
294
821 ANOLA STREET, SUITE A - DOVER, OH 44622740-922-0933
Plans on this EIN
2 filings
#002401k-$2.7M - 198 part#502Fully Insured-$1.0M - 106 lives

Benefits portfolio analytics

1 plan / $1.0M premiums / 106 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$952K
  • Prescription drug$952K
  • Life$40K
  • Long-term disability$40K
  • Other$40K
  • Dental$36K
  • +1 more
Total $1.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • COMMUNITY INSURANCE COMPANY93%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY4%
  • AULTCARE INSURANCE COMPANY3%
Total $1.0M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • SCHWENDEMAN AGENCY, INC.100%
Total $38K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

403(B) THRIFT PLAN FOR EMPLOYEES OF HARCATUS TRI-COUNTY COMMUNITY ACTION ORGANIZATION

401k

Assets$2.7M
Participants198
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

HARCATUS TRI-COUNTY COMMUNITY ACTION ORG

Fully Insured - COMMUNITY INSURANCE COMPANY

Premiums$1.0M
Covered lives106
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002403(B) THRIFT PLAN FOR EMPLOYEES OF HARCATUS TRI-COUNTY COMMUNITY ACTION ORGANIZATION401k$2.7M1982024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502HARCATUS TRI-COUNTY COMMUNITY ACTION ORGFully InsuredCOMMUNITY INSURANCE COMPANY$1.0M1062025
Retirement plans
Welfare plans
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