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Sponsor portfolioWelfare / HealthEIN 31-0856399

TOWARD INDEPENDENCE, INC.

81 EAST MAIN STREET · XENIA, OH 45385
9373763996
Plans filed
1
Years active
2016–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$90K
No prior year
Persons covered
267
No prior year
Total participants
267
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$90K
TOWARD INDEPENDENCE INC. WRAP BENEFIT PLAN
Mixed267 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$90K25.0%
Vision$90K25.0%
Life$90K25.0%
Other$90K25.0%

Carrier overview

1 carrier · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
DVLOth
$90K100.0%11267

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
USI INSURANCE SERVICES LLCVIRGINIA BEACH, VATHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$9K$4K$13K56.6%1
GIS BENEFITS INCMORRIS, ILTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$0$5K$5K23.4%1
BOON CHAPMAN BENEFIT ADMINISTRATORSAUSTIN, TXTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$0$4K$4K20.0%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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