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Sponsor portfolioWelfare / HealthEIN 31-0554071
EPISCOPAL RETIREMENT HOMES, INC.
3870 VIRGINIA AVENUE · CINCINNATI, OH 45227
5139792250
- Plans filed
- 1
- Years active
- 2017–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$326K
No prior year
Persons covered
736
No prior year
Total participants
360
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Long-term disability | $191K | 24.3% | |
| Life | $154K | 19.5% | |
| Short-term disability | $154K | 19.5% | |
| Other | $154K | 19.5% | |
| Dental | $111K | 14.1% | |
| Vision | $24K | 3.0% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 060838648 | LSTDLTDOth | $154K | 47.1% | 1 | 1 | 360 |
EIN 610659432 | D | $111K | 34.1% | 1 | 1 | 375 |
EIN 751277524 | LTD | $38K | 11.5% | 1 | 1 | 41 |
EIN 430949844 | V | $24K | 7.3% | 1 | 1 | 736 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC | KANSAS CITY, MO | FIDELITY SECURITY LIFE INSURANCE COMPANY, HARTFORD LIFE AND ACCIDENT, DELTA DENTAL OF KENTUCKY | $28K | $3K | $31K | 79.9% | 1 |
| LIFETIME FINANCIAL GROWTH CO OF OHI | CINCINNATI, OH | BERKSHIRE LIFE INSURANCE COMPANY OF AMERICA | $4K | $0 | $4K | 9.7% | 1 |
| GEORGE E KAVALAUSKAS JR | CINCINNATI, OH | BERKSHIRE LIFE INSURANCE COMPANY OF AMERICA | $2K | $0 | $2K | 6.0% | 1 |
| JACOB S LAMB | CINCINNATI, OH | BERKSHIRE LIFE INSURANCE COMPANY OF AMERICA | $2K | $0 | $2K | 4.4% | 1 |
History & trajectory
9 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