PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. ENERGY HARBOR

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 31-1560186

ENERGY HARBOR

168 EAST MARKET STREET · AKRON, OH 44308
8882544769
Plans filed
1
Years active
2020–2024
Industry
NAICS 22
Latest filing
2024
Total premiums (latest)
$5.2M
No prior year
Persons covered
4,250
No prior year
Total participants
0
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$5.2M
ENERGY HARBOR WELFARE PLAN
Mixed4,250 covered·6 carriers
Primary: METROPOLITAN LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$2.1M39.5%
Dental$1.5M28.1%
Long-term disability$1.0M19.2%
Vision$456K8.7%
Other$235K4.5%

Carrier overview

6 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
L
$2.1M39.5%113,336
DELTA DENTAL OF CALIFORNIA
EIN 310685339
D
$1.5M28.1%114,250
PRUDENTIAL INSURANCE COMPANY OF AMERICA
EIN 221211670
LTD
$1.0M19.2%111,857
VISION SERVICE PLAN
EIN 061227840
V
$456K8.7%111,002
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 042381280
Oth
$200K3.8%11309
UNIMERICA INSURANCE COMPANY
EIN 541414194
Oth
$36K0.7%111,881

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
THE JAMES B OSWALD COMPANYCLEVELAND, OHUNUM INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY, VISION SERVICE PLAN$67K$49K$116K72.2%1
LOCKTON COMPANIES, LLCDALLAS, TXUNUM INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY, VISION SERVICE PLAN$35K$10K$45K27.8%1

History & trajectory

5 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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica