Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$125K
- Short-term disability$125K
- Long-term disability$125K
- Other$125K
- Dental$118K
- Vision$118K
Sponsor portfolio
PIVOTAL HOUSING PARTNERS, LLC
EIN 82-3746970real estateLatest filing 2025
Plans
2
Retirement
1
$6.0M assets
Welfare
1
$244K premiums
Participants
489
9100 CENTRE POINTE DRIVE SUITE 210 - WEST CHESTER, OH 45069513-964-1153pivotal-hp.comLinkedIn51-200 employeesreal estate
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $244K premiums / 288 covered livesCarrier market share
Premium dollars by Schedule A carrier
51%top
- HARTFORD LIFE AND ACCIDENT51%
- AETNA LIFE INSURANCE COMPANY49%
Broker market share
Schedule A broker compensation
89%top
- HUB INTERNATIONAL MIDWEST LIMITED89%
- WATCHTOWER BENEFITS, LLC8%
- GALLAGHER BENEFIT SERVICES, INC.3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
PIVOTAL HOUSING PARTNERS LLC 401(K) RETIREMENT SAVINGS PLAN
401k
Assets$6.0M
Participants345
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PIVOTAL HOUSING PARTNERS, LLC WELFARE BENEFIT PLAN
Mixed - HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY
Premiums$244K
Covered lives288
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PIVOTAL HOUSING PARTNERS LLC 401(K) RETIREMENT SAVINGS PLAN | 401k | $6.0M | 345 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PIVOTAL HOUSING PARTNERS, LLC WELFARE BENEFIT PLAN | Mixed | HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY | $244K | 288 | 2025 |
Retirement plans
Welfare plans