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Sponsor portfolioWelfare / HealthEIN 31-1126780

EQUITAS HEALTH

1105 SCHROCK ROAD · COLUMBUS, OH 43229
6142917162
Plans filed
1
Years active
2023–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$1.1M
No prior year
Persons covered
516
No prior year
Total participants
630
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #502$1.1M
EQUITAS HEALTH EMPLOYEE BENEFITS PLAN
Mixed516 covered·2 carriers
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Vision$1.1M17.1%
Dental$1.1M16.6%
Life$1.1M16.6%
Short-term disability$1.1M16.6%
Long-term disability$1.1M16.6%
Other$1.1M16.6%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
DVLSTDLTDOth
$1.1M97.0%11516
VISION SERVICE PLAN
EIN 061227840
V
$34K3.0%11203

Broker overview

5 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
USI INSURANCE SERVICES LLCVIRGINIA BEACH, VATHE LINCOLN NATIONAL LIFE INSURANCE COMPANY, VISION SERVICE PLAN$201K$28K$229K92.2%1
CENTERSTONE INSURANCE AND FINANCIALDALLAS, TXTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$0$19K$19K7.7%1
LIFETIME FINANCIAL GROWTHCOLUMBUS, OHTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$127$0$1270.1%1
THE WORKSITE GROUP LLCCOLUMBUS, OHTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$121$0$1210.0%1
JAMES R NELLIGAN & ASSOCIATES LLCWALL TOWNSHIP, NJTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$0$25$250.0%1

History & trajectory

3 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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