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Sponsor portfolioTH

ECHO HEALTH, INC.

EIN 34-1858379-Latest filing 2025
Plans
2
Retirement
1
$18.9M assets
Welfare
1
$106K premiums
Participants
426
810 SHARON DRIVE - WESTLAKE, OH 44145440-835-3511
Plans on this EIN
2 filings
#001401k-$18.9M - 221 part#501Mixed-$106K - 253 lives

Benefits portfolio analytics

1 plan / $106K premiums / 253 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$70K
  • Long-term disability$70K
  • Other$70K
  • Vision$36K
Total $106K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
66%top
  • METROPOLITAN LIFE INSURANCE COMPANY66%
  • MEDICAL MUTUAL34%
Total $106K2 slices

Broker market share

Schedule A broker compensation

Split broker
79%top
  • THE JAMES B OSWALD COMPANY79%
  • CENTRO BENEFITS RESEARCH LLC21%
Total $18K2 slices

Plan deep-dives

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

ECHO HEALTH, INC 401(K) SAVINGS PLAN

401k

Assets$18.9M
Participants221
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ECHO HEALTH, INC. HEALTH AND WELFARE PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$106K
Covered lives253
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ECHO HEALTH, INC 401(K) SAVINGS PLAN401k$18.9M2212024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ECHO HEALTH, INC. HEALTH AND WELFARE PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$106K2532025
Retirement plans
Welfare plans
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