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Sponsor portfolioTH

ACO, INC.

EIN 34-1238844-Latest filing 2025
Plans
2
Retirement
1
$14.6M assets
Welfare
1
$2.7M premiums
Participants
420
9470 PINECONE DRIVE - MENTOR, OH 44060440-639-7230
Plans on this EIN
2 filings
#001401k-$14.6M - 223 part#501Fully Insured-$2.7M - 419 lives

Benefits portfolio analytics

1 plan / $2.7M premiums / 419 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.7M
  • Health$2.5M
  • Dental$2.5M
  • Prescription drug$2.5M
  • Life$211K
  • Short-term disability$211K
  • +2 more
Total $2.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • UNITEDHEALTHCARE INSURANCE COMPANY91%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY8%
  • VISION SERVICE PLAN1%
Total $2.7M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $104K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ACO, INC TAX FAVORED SAVINGS PLAN

401k

Assets$14.6M
Participants223
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ACO, INC. WRAP BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.7M
Covered lives419
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ACO, INC TAX FAVORED SAVINGS PLAN401k$14.6M2232024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ACO, INC. WRAP BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$2.7M4192025
Retirement plans
Welfare plans
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