Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.4M
- Life$1.4M
- Long-term disability$935K
Sponsor portfolioTH
SSOE, INC.
EIN 34-1045421Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
1
$285.8M assets
Welfare
1
$1.4M premiums
Participants
2,936
1001 MADISON AVE - TOLEDO, OH 43604419-255-3830
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.4M premiums / 1,277 covered livesCarrier market share
Premium dollars by Schedule A carrier
65%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA65%
- METROPOLITAN LIFE INSURANCE COMPANY30%
- ACE AMERICAN INSURANCE COMPANY4%
Broker market share
Schedule A broker compensation
74%top
- USI INSURANCE SERVICES LLC74%
- WILLIS TOWERS WATSON US LLC22%
- CHARLES D. BLOCK2%
- JAMES H. VAN EPPS2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SSOE, INC. PROFIT SHARING AND SAVINGS PLAN AND TRUST
401k
Assets$285.8M
Participants1,686
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
SSOE FLEXIBLE BENEFIT PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$1.4M
Covered lives1,277
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SSOE, INC. PROFIT SHARING AND SAVINGS PLAN AND TRUST | 401k | $285.8M | 1,686 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | SSOE FLEXIBLE BENEFIT PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $1.4M | 1,277 | 2024 |
Retirement plans
Welfare plans