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Sponsor portfolioTH

WESTERN RESERVE AREA AGENCY ON AGING

EIN 34-1620774-non-profit organization management-Latest filing 2024
Plans
3
Retirement
2
$15.8M assets
Welfare
1
$1.2M premiums
Participants
819
1700 E. 13TH STREET SUITE 114 - CLEVELAND, OH 44114216-621-8010areaagingsolutions.orgLinkedIn201-500 employeesnon-profit organization management
Plans on this EIN
3 filings
#002401k-$14.5M - 389 part#001403b-$1.4M - 101 part#501Mixed-$1.2M - 722 lives

Retirement portfolio analytics

2 plans aggregated / $15.8M assets / 490 participants

Assets by plan

Share of aggregate retirement assets

91%top
  • ON AGING 401(K) (#002)91%
  • ON AGING 403(B) (#001)9%
Total $15.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ON AGING 401(K) (#002)389
  • ON AGING 403(B) (#001)101
Total 490Click row to drill in

Benefits portfolio analytics

1 plan / $1.2M premiums / 722 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$758K
  • Other$338K
  • Life$236K
  • Short-term disability$206K
  • Long-term disability$206K
  • Dental$63K
  • +1 more
Total $1.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • MSL CAPTIVE SOLUTIONS65%
  • SYMETRA LIFE INSURANCE COMPANY21%
  • METROPOLITAN LIFE INSURANCE COMPANY5%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
  • +1 more
Total $1.2M6 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • NFP INSURANCE SERVICES INC90%
  • CENTRO BENEFITS RESEARCH LLC10%
Total $84K2 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

WESTERN RESERVE AREA AGENCY ON AGING 401(K) PLAN

401k

Assets$14.5M
Participants389
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

WESTERN RESERVE AREA AGENCY ON AGING 403(B) PLAN

403b

Assets$1.4M
Participants101
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WESTERN RESERVE AREA AGENCY ON AGING HEALTH AND HEALTH AND DEPENDENT CARE PLAN

Mixed - MSL CAPTIVE SOLUTIONS

Premiums$1.2M
Covered lives722
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002WESTERN RESERVE AREA AGENCY ON AGING 401(K) PLAN401k$14.5M3892024
001WESTERN RESERVE AREA AGENCY ON AGING 403(B) PLAN403b$1.4M1012024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WESTERN RESERVE AREA AGENCY ON AGING HEALTH AND HEALTH AND DEPENDENT CARE PLANMixedMSL CAPTIVE SOLUTIONS$1.2M7222024
Retirement plans
Welfare plans
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