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Sponsor portfolioWelfare / HealthEIN 47-4800749

ACCELEVATION

235 SOUTH PIONEER BOULEVARD · SPRINGBORO, OH 45066
9372580616
Plans filed
5
Years active
2023–2025
Industry
NAICS 33
Latest filing
2025
Total premiums (latest)
$2.2M
No prior year
Persons covered
2,232
No prior year
Total participants
1,895
No prior year
Plans filed
5
No prior year

Plans under this sponsor

5 plans
Plan #501$1.9M
ACCELEVATION BENEFIT PLAN
Fully insured343 covered·1 carrier
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #502$133K
ACCELEVATION DENTAL PLAN
Fully insured685 covered·1 carrier
Primary: DELTA DENTAL OF OHIO
Plan #504$130K
ACCELEVATION LIFE & DISABILITY PLAN
Fully insured582 covered·1 carrier
Primary: HARTFORD LIFE AND ACCIDENT
Plan #503$27K
ACCELEVATION VISION PLAN
Fully insured622 covered·1 carrier
Primary: EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO.
Plan #505$0
ACCELEVATION FSA PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.9M42.4%
Prescription drug$1.9M42.4%
Dental$133K3.0%
Life$130K2.9%
Short-term disability$130K2.9%
Long-term disability$130K2.9%
Other$130K2.9%
Vision$27K0.6%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HRx
$1.9M86.8%11343
DELTA DENTAL OF CALIFORNIA
EIN 310685339
D
$133K6.0%11685
HARTFORD LIFE AND ACCIDENT
EIN 060838648
LSTDLTDOth
$130K5.9%11582
EYEMED VISION CARE
EIN 430949844
V
$27K1.2%11622

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
USI INSURANCE SERVICES LLCCINCINNATI, OHUNITEDHEALTHCARE INSURANCE COMPANY, DELTA DENTAL OF OHIO, HARTFORD LIFE AND ACCIDENT$94K$5K$98K109.7%3
MARSH & MCLENNAN AGENCY LLCDAYTON, OHUNITEDHEALTHCARE INSURANCE COMPANY, HARTFORD LIFE AND ACCIDENT$160-$9K-$9K-9.7%2

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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