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Sponsor portfolio

COMMUNITY ACTION AGENCY OF COLUMBIANA COUNTY, INC.

EIN 34-6565185-Latest filing 2025
Plans
2
Retirement
1
$7.0M assets
Welfare
1
$192K premiums
Participants
628
7880 LINCOLE PLACE - LISBON, OH 44432330-424-7221caaofcc.orgLinkedIn201-500 employees
Plans on this EIN
2 filings
#002403b-$7.0M - 368 part#501Mixed-$192K - 260 lives

Benefits portfolio analytics

1 plan / $192K premiums / 260 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$192K
  • Short-term disability$192K
  • Long-term disability$192K
  • Other$192K
Total $192K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY100%
Total $192K1 slice

Broker market share

Schedule A broker compensation

Split broker
68%top
  • ASSUREDPARTNERS68%
  • ARCHON LLC31%
  • HUB INTERNATIONAL MIDWEST LIMITED1%
Total $48K3 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

COMMUNITY ACTION AGENCY OF COLUMBIANA COUNTY INC. RETIREMENT PLAN

403b

Assets$7.0M
Participants368
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CAA OF COLUMBIANA COUNTY COUNTY EMPLOYEE BENEFIT PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$192K
Covered lives260
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002COMMUNITY ACTION AGENCY OF COLUMBIANA COUNTY INC. RETIREMENT PLAN403b$7.0M3682024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CAA OF COLUMBIANA COUNTY COUNTY EMPLOYEE BENEFIT PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$192K2602025
Retirement plans
Welfare plans
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