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Sponsor portfolio

OTC SERVICES, INC.

EIN 99-0374663-electrical/electronic manufacturing-Latest filing 2024
Plans
4
Retirement
0
Welfare
4
$1.8M premiums
Participants
469
1776 CONSTITUTION AVE - LOUISVILLE, OH 44641330-871-2444otcservices.comLinkedIn51-200 employeeselectrical/electronic manufacturing
Plans on this EIN
4 filings
#501Fully Insured-$1.5M - 126 lives#504Fully Insured-$135K - 100 lives#502Fully Insured-$64K - 122 lives#503Fully Insured-$56K - 133 lives

Benefits portfolio analytics

4 plans / $1.8M premiums / 481 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Dental$64K
  • Life$56K
  • Short-term disability$56K
  • Long-term disability$56K
Total $1.8M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • AULTCARE INSURANCE COMPANY89%
  • AMFIRST8%
  • AMERICAN UNITED LIFE INSURANCE COMPANY3%
Total $1.8M3 slices

Broker market share

Schedule A broker compensation

Split broker
47%top
  • MICHAEL K OBRIEN47%
  • MARC O'BRIEN20%
  • BROKERNET INC12%
  • MORGAN WHITE LIMITED10%
  • DELAR10%
Total $67K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Welfare#501

OTC SERVICES, INC. MEDICAL

Fully Insured - AULTCARE INSURANCE COMPANY

Premiums$1.5M
Covered lives126
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

OTC SERVICES, INC. PSMEDICAL/PREMIUM SAVER

Fully Insured - AMFIRST

Premiums$135K
Covered lives100
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

OTC SERVICES, INC. DENTAL

Fully Insured - AULTCARE INSURANCE COMPANY

Premiums$64K
Covered lives122
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

OTC SERVICES, INC. LIFE INSURANCE

Fully Insured - AMERICAN UNITED LIFE INSURANCE COMPANY

Premiums$56K
Covered lives133
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OTC SERVICES, INC. MEDICALFully InsuredAULTCARE INSURANCE COMPANY$1.5M1262024
504OTC SERVICES, INC. PSMEDICAL/PREMIUM SAVERFully InsuredAMFIRST$135K1002024
502OTC SERVICES, INC. DENTALFully InsuredAULTCARE INSURANCE COMPANY$64K1222024
503OTC SERVICES, INC. LIFE INSURANCEFully InsuredAMERICAN UNITED LIFE INSURANCE COMPANY$56K1332024
Welfare plans
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