Assets by plan
Share of aggregate retirement assets
72%top
Sponsor portfolioTH
OVARE GROUP INC.
EIN 61-1121048Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
3
Retirement
2
$11.4M assets
Welfare
1
$80K premiums
Participants
395
400 WEST MARKET STREET, SUITE 300 - LOUISVILLE, KY 402023341502-406-8542
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $11.4M assets / 295 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $80K premiums / 137 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$55K
- Vision$55K
- Other$25K
- Life$22K
- Long-term disability$22K
Carrier market share
Premium dollars by Schedule A carrier
68%top
- ANTHEM LIFE INSURANCE COMPANY68%
- UNITED OF OMAHA LIFE INSURANCE COMPANY27%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY4%
Broker market share
Schedule A broker compensation
70%top
- USI INSURANCE SERVICES LLC70%
- ASSUREDPARTNERS25%
- MARSH & MCLENNAN AGENCY LLC5%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
OVARE GROUP INC. 401(K) PLAN
401k
Assets$8.2M
Participants155
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
OVARE GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
ESOP
Assets$3.1M
Participants140
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
OVARE GROUP HEALTH AND WELFARE PLAN
Mixed - ANTHEM HEALTH PLANS OF KENTUCKY, INC.
Premiums$80K
Covered lives137
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | OVARE GROUP INC. 401(K) PLAN | 401k | $8.2M | 155 | 2024 | |
| 002 | OVARE GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $3.1M | 140 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | OVARE GROUP HEALTH AND WELFARE PLAN | Mixed | ANTHEM HEALTH PLANS OF KENTUCKY, INC. | $80K | 137 | 2024 |
Retirement plans
Welfare plans