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Sponsor portfolioWelfare / HealthEIN 31-1401378
EQUITY RESOURCES, INC
25 SOUTH PARK PLACE · NEWARK, OH 43055
7403497082
- Plans filed
- 3
- Years active
- 2015–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$2.5M
No prior year
Persons covered
462
No prior year
Total participants
186
No prior year
Plans filed
3
No prior year
Plans under this sponsor
3 plans
Plan #506$2.7M
EQUITY RESOURCES HEALTH PLAN
Fully insured409 covered·1 carrier
Primary: COMMUNITY INSURANCE COMPANY
Plan #501$2.5M
EQUITY RESOURCES HEALTH AND WELFARE PLAN
Fully insured462 covered·2 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #505$273K
EQUITY RESOURCES ANCILLARY PLANS
Fully insured490 covered·1 carrier
Primary: PRINCIPAL LIFE INSURANCE COMPANY
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $2.3M | 38.5% | |
| Prescription drug | $2.3M | 38.5% | |
| Dental | $228K | 3.8% | |
| Vision | $228K | 3.8% | |
| Life | $228K | 3.8% | |
| Short-term disability | $228K | 3.8% | |
| Long-term disability | $228K | 3.8% | |
| Other | $228K | 3.8% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | HRx | $2.3M | 91.0% | 1 | 1 | 462 |
EIN 420127290 | DVLSTDLTDOth | $228K | 9.0% | 1 | 1 | 324 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| THE JAMES B OSWALD COMPANY | CLEVELAND, OH | PRINCIPAL LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY | $21K | $58K | $80K | 88.3% | 1 |
| CENTRO BENEFITS RESEARCH LLC | ATLANTA, GA | PRINCIPAL LIFE INSURANCE COMPANY | $0 | $11K | $11K | 11.7% | 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