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Sponsor portfolioWelfare / HealthEIN 31-1306367
TRUEPOINT WEALTH COUNSEL
9999 CARVER RD · CINCINNATI, OH 45242
5137926648
- Plans filed
- 1
- Years active
- 2025–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$976K
No prior year
Persons covered
177
No prior year
Total participants
103
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 |
|---|---|---|---|
| Health | $864K | 82.9% | |
| Dental | $66K | 6.3% | |
| Vision | $66K | 6.3% | |
| Long-term disability | $34K | 3.3% | |
| Life | $9K | 0.8% | |
| Short-term disability | $4K | 0.3% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 311440175 | H | $864K | 88.5% | 1 | 1 | 177 |
EIN 470322111 | DV | $66K | 6.7% | 1 | 1 | 82 |
EIN 360883760 | LSTDLTD | $47K | 4.8% | 1 | 4 | 103 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | DAYTON, OH | UNITED OF OMAHA LIFE INSURANCE COMPANY, COMMUNITY INSURANCE COMPANY | $39K | $7K | $46K | 89.8% | 1 |
| BRANDON PHILLIPS HARTSEL | WEST CHESTER, OH | RELIANCE STANDARD LIFE INSURANCE COMPANY | $5K | $0 | $5K | 10.2% | 1 |
Policy details
Latest year, by plan