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Sponsor portfolioWelfare / HealthEIN 31-0807186

COUNCIL ON AGING OF SOUTHWESTERN OH

4601 MALSBARY ROAD · BLUE ASH, OH 45242
5137211025
Plans filed
1
Years active
2016–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$4.1M
No prior year
Persons covered
614
No prior year
Total participants
355
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #502$4.1M
COUNCIL ON AGING WELFARE PLAN
Fully insured614 covered·6 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$3.7M89.8%
Dental$140K3.4%
Other$137K3.3%
Life$66K1.6%
Long-term disability$49K1.2%
Vision$28K0.7%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HOth
$3.8M92.4%13614
SUPERIOR DENTAL CARE
EIN 311119867
D
$140K3.4%11264
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 231503749
LLTDOth
$125K3.1%13417
FIDELITY SECURITY LIFE INSURANCE COMPANY
EIN 430949844
V
$28K0.7%11411
BETHESDA HEALTHCARE INC. DBA TRIHEALTH EAP
EIN 311027660
Oth
$15K0.4%11366

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HUB INTERNATIONAL MIDWEST LIMITEDCINCINNATI, OHLIFE INSURANCE COMPANY OF NORTH AMERICA, LIFE INSURANCE CO. OF NORTH AMERICA, UNITEDHEALTHCARE INSURANCE COMPANY, SUPERIOR DENTAL CARE, INC., FIDELITY SECURITY LIFE INSURANCE COMPANY$40K$30K$70K82.2%1
HORAN ASSOCIATES INC.CINCINNATI, OHUNITEDHEALTHCARE INSURANCE COMPANY, SUPERIOR DENTAL CARE, INC.$11K$2K$12K14.7%1
WATCHTOWER TECHNOLOGIES INCCHICAGO, ILLIFE INSURANCE COMPANY OF NORTH AMERICA, LIFE INSURANCE CO. OF NORTH AMERICA$0$3K$3K3.1%1

History & trajectory

10 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
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