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Sponsor portfolio

OST, INC.

EIN 52-2175314-information technology and services-Latest filing 2025
Plans
2
Retirement
1
$36.5M assets
Welfare
1
$606K premiums
Participants
1,052
7918 JONES BRANCH DRIVE, SUITE 750 - MCLEAN, VA 22102703-462-9700ostglobal.comLinkedIn201-500 employeesinformation technology and services
Plans on this EIN
2 filings
#001401k-$36.5M - 638 part#503Fully Insured-$606K - 573 lives

Benefits portfolio analytics

1 plan / $606K premiums / 573 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$593K
  • Vision$593K
  • Life$593K
  • Short-term disability$593K
  • Long-term disability$593K
  • Other$593K
  • +2 more
Total $606K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
98%top
  • PRINCIPAL LIFE INSURANCE COMPANY98%
  • HARTFORD LIFE AND ACCIDENT2%
  • HEALTHJOY0%
Total $606K3 slices

Broker market share

Schedule A broker compensation

Split broker
79%top
  • PATRIOT GROWTH INSURANCE SERVICES79%
  • GIS BENEFITS INC20%
  • THE BUSINESS BENEFITS GROUP, INC.1%
Total $102K3 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

OST, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$36.5M
Participants638
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

OST WELFARE BENEFIT PLAN

Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$606K
Covered lives573
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OST, INC. 401(K) PROFIT SHARING PLAN401k$36.5M6382024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503OST WELFARE BENEFIT PLANFully InsuredPRINCIPAL LIFE INSURANCE COMPANY$606K5732025
Retirement plans
Welfare plans
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