Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$2.0M
- Dental$70K
- Vision$70K
- Life$70K
Sponsor portfolio
OHIO DISTRICT 5 AREA AGENCY ON AGING
EIN 34-1617183individual & family servicesLatest filing 2025
Plans
2
Retirement
1
$2.8M assets
Welfare
1
$2.0M premiums
Participants
279
2131 PARK AVENUE WEST - ONTARIO, OH 44906419-524-4144aaa5ohio.orgLinkedIn51-200 employeesindividual & family services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.0M premiums / 200 covered livesCarrier market share
Premium dollars by Schedule A carrier
97%top
- SUN LIFE ASSURANCE COMPANY OF CANADA97%
- PRINCIPAL LIFE INSURANCE COMPANY3%
Broker market share
Schedule A broker compensation
84%top
- CENTERSTONE INSURANCE AND FINANCIAL84%
- UMR, INC.10%
- OPOC INSURANCE SERVICES LLC6%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
OHIO DISTRICT 5 AREA AGENCY ON AGING 403B RETIREMENT PLAN
403b
Assets$2.8M
Participants153
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
OHIO DISTRICT 5 AREA AGENCY ON AGING WELFARE BENEFIT PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$2.0M
Covered lives200
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | OHIO DISTRICT 5 AREA AGENCY ON AGING 403B RETIREMENT PLAN | 403b | $2.8M | 153 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | OHIO DISTRICT 5 AREA AGENCY ON AGING WELFARE BENEFIT PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $2.0M | 200 | 2025 |
Retirement plans
Welfare plans