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Welfare plans
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GREAT OAK FUNDING
Sponsor portfolio
Welfare / Health
EIN
471504285
GREAT OAK FUNDING
9078 UNION CENTRE BLVD · WEST CHESTER, OH 45069
5137627690
Plans filed
2
Years active
2022–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
i
$0
No prior year
Persons covered
i
0
No prior year
Total participants
i
3
No prior year
Plans filed
i
2
No prior year
Plans under this sponsor
2 plans
Plan #502
$0
GREAT OAK FUNDING SOCA BENEFIT PLAN
Self-funded
0 covered
·
0 carriers
Plan #501
$0
GREAT OAK FUNDING SOCA BENEFIT PLAN
Self-funded
0 covered
·
0 carriers
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
Plan #502
GREAT OAK FUNDING SOCA BENEFIT PLAN
0 covered · 0 contracts
$0
Plan #501
GREAT OAK FUNDING SOCA BENEFIT PLAN
0 covered · 0 contracts
$0
Company contact details
Filing signers, plan administrators, auditors, actuaries
2 contacts
Sponsor documents
Form 5500 filings and Top Hat statements on this EIN
3 documents - 2 plans - 3 years