Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$525K
- Prescription drug$525K
- Dental$42K
- Vision$42K
- Life$41K
- Short-term disability$41K
- +2 more
Sponsor portfolio
CITRIN HOLDINGS, LLC
EIN 82-1933647Other Services (except Public Administration)Latest filing 2025
Plans
2
Retirement
1
$179K assets
Welfare
1
$608K premiums
Participants
248
175 SOUTH THIRD STREET, SUITE 200 - COLUMBUS, OH 43215614-362-9361
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $608K premiums / 112 covered livesCarrier market share
Premium dollars by Schedule A carrier
86%top
- MEDICAL MUTUAL86%
- STARMOUNT LIFE INSURANCE COMPANY7%
- UNUM LIFE INSURANCE COMPANY OF AMERICA7%
Broker market share
Schedule A broker compensation
74%top
- MARSH & MCLENNAN AGENCY LLC74%
- LOCKTON COMPANIES, LLC16%
- THE CASON GROUP INC10%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CITRIN HOLDINGS, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$179K
Participants136
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CITRIN HOLDINGS LLC HEALTH AND WELFARE PLAN
Fully Insured - MEDICAL MUTUAL OF OHIO
Premiums$608K
Covered lives112
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CITRIN HOLDINGS, LLC 401(K) PROFIT SHARING PLAN | 401k | $179K | 136 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CITRIN HOLDINGS LLC HEALTH AND WELFARE PLAN | Fully Insured | MEDICAL MUTUAL OF OHIO | $608K | 112 | 2025 |
Retirement plans
Welfare plans