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Sponsor portfolioWelfare / HealthEIN 31-0549058
OTTERBEIN SENIOR LIFESTYLE CHOICES
3855 LOWER MARKET STREET · LEBANON, OH 45036
5139335440
- Plans filed
- 4
- Years active
- 2015–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$1.6M
No prior year
Persons covered
3,070
No prior year
Total participants
3,072
No prior year
Plans filed
4
No prior year
Plans under this sponsor
4 plans
Plan #503$1.6M
OTTERBEIN SENIOR LIFESTYLE CHOICES EMPLOYEE BENEFIT PLAN
Mixed3,070 covered·5 carriers
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA
Plan #502$307K
OTTERBEIN SENIOR LIFESTYLE CHOICES LIFE AND ACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE
Fully insured1,033 covered·1 carrier
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA
Plan #520$0
OTTERBEIN SENIOR LIFESTYLE CHOICES HEALTH
Self-funded0 covered·0 carriers
Plan #526$0
OTTERBEIN SENIOR LIFESTYLE CHOICES HEALTH REIMBURSEMENT PLAN
Self-funded0 covered·0 carriers
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $978K | 25.5% | |
| Life | $746K | 19.5% | |
| Short-term disability | $746K | 19.5% | |
| Long-term disability | $746K | 19.5% | |
| Dental | $517K | 13.5% | |
| Vision | $99K | 2.6% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 231503749 | LSTDLTDOth | $746K | 46.8% | 1 | 1 | 3,070 |
EIN 311119867 | D | $517K | 32.4% | 1 | 1 | 957 |
EIN 362136263 | Oth | $163K | 10.2% | 1 | 1 | 977 |
EIN 430949844 | V | $99K | 6.2% | 1 | 1 | 1,641 |
EIN 122345678 | Oth | $69K | 4.3% | 1 | 1 | 3,070 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC | CINCINNATI, OH | SUPERIOR DENTAL CARE, INC., LIFE INSURANCE COMPANY OF NORTH AMERICA, COMBINED INSURANCE COMPANY OF AMERICA | $188K | $26K | $214K | 87.0% | 1 |
| BENEFITS ALL INSURANCE, LLC | LEBANON, OH | COMBINED INSURANCE COMPANY OF AMERICA | $24K | $0 | $24K | 9.8% | 1 |
| DANA LINDSEY | LEBANON, OH | COMBINED INSURANCE COMPANY OF AMERICA | $8K | $0 | $8K | 3.2% | 1 |
History & trajectory
11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan