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Sponsor portfolioWelfare / HealthEIN 31-0884250

HEALTHSOURCE OF OHIO

424 WARDS CORNER ROAD · LOVELAND, OH 45140
5134877700
Plans filed
3
Years active
2015–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$4.0M
No prior year
Persons covered
743
No prior year
Total participants
405
No prior year
Plans filed
3
No prior year

Plans under this sponsor

3 plans
Plan #501$4.0M
HEALTHSOURCE OF OHIO EMPLOYEE BENEFITS PLAN
Fully insured743 covered·5 carriers
Primary: COMMUNITY INSURANCE COMPANY
Plan #502$3.3M
HEALTHSOURCE OF OHIO PLAN
Fully insured705 covered·2 carriers
Primary: COMMUNITY INSURANCE COMPANY
Plan #503$159K
HEALTHSOURCE OF OHIO EMPLOYEE GROUP TERM LIFE INSURANCE PLAN
Fully insured490 covered·1 carrier
Primary: HARTFORD LIFE AND ACCIDENT

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$3.4M64.4%
Life$406K7.8%
Short-term disability$406K7.8%
Long-term disability$406K7.8%
Other$406K7.8%
Dental$194K3.7%
Vision$42K0.8%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
COMMUNITY INSURANCE COMPANY
EIN 311440175
H
$3.4M84.0%11608
HARTFORD LIFE AND ACCIDENT
EIN 060838648
LSTDLTDOth
$406K10.1%11539
DELTA DENTAL OF CALIFORNIA
EIN 310685339
D
$194K4.8%11743
FIDELITY SECURITY LIFE INSURANCE COMPANY
EIN 430949844
V
$42K1.0%11687
BETHESDA HEALTHCARE INC. DBA TRIHEALTH EAP
EIN 311027660
$00.0%110

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HUB INTERNATIONAL MIDWEST LIMITEDCINCINNATI, OHCOMMUNITY INSURANCE COMPANY, DELTA DENTAL OF OHIO, HARTFORD LIFE AND ACCIDENT, FIDELITY SECURITY LIFE INSURANCE COMPANY$86K$21K$107K89.6%1
HORAN ASSOCIATES INC.CINCINNATI, OHCOMMUNITY INSURANCE COMPANY, DELTA DENTAL OF OHIO$7K$0$7K6.0%1
WATCHTOWER BENEFITS, LLCCHICAGO, ILHARTFORD LIFE AND ACCIDENT$0$5K$5K4.4%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
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