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Form 5500 · Employee benefit plan · DUBLIN, OH

CITRIN HOLDINGS LLC

Public Form 5500 records show how CITRIN HOLDINGS LLC of DUBLIN, OH, a other services employer, structures its employee benefits. Its broker of record is MARSH AND MCLENNAN AGENCY. Coverage is written through MEDICAL MUTUAL OF OHIO and 2 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Insurance carrier
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 82-1933647 · plan 501 · as of Aug 2026

Participants
130
Carriers on file
3
Disclosed commissions
$37,705
Renewal month
December

Plan brief

Schedule A lists 3 insured contracts covering health, dental, vision, life and disability; the largest, with MEDICAL MUTUAL OF OHIO, covers 64 people.

Reported premium across the insured contracts is $608,284, with $37,705 in disclosed broker commissions — about 6.2% of premium.

The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.

MARSH AND MCLENNAN AGENCY is the broker of record on all 3 contracts.

3 carriers appear on the filing — MEDICAL MUTUAL OF OHIO, STARMOUNT LIFE INSURANCE COMPANY and UNUM LIFE INSURANCE COMPANY OF AMERICA — with MEDICAL MUTUAL OF OHIO writing the largest contract by premium.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
MEDICAL MUTUAL OF OHIOHealth64December$525,125$27,276
UNUM LIFE INSURANCE COMPANY OF AMERICALife, Disability112December$41,166$5,548
STARMOUNT LIFE INSURANCE COMPANYDental, Vision82December$41,993$4,881

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