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Form 5500 · Employee benefit plan · BLUE ASH, OH

COUNCIL ON AGING OF SOUTHWESTERN OH

Public Form 5500 records show how COUNCIL ON AGING OF SOUTHWESTERN OH (BLUE ASH, OH) structures its employee benefits. Its broker of record is HUB HEARTLAND, LLC. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 8 other carriers. The plan's most recent policy period ended in September.

Benefits broker of record
Plan renews
September

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 31-0807186 · plan 502 · as of Jul 2026

Participants
358
Carriers on file
9
Disclosed commissions
$50,748
Renewal month
September

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITEDHEALTHCARE INSURANCE COMPANYHealth41September$20,340
UNITEDHEALTHCARE INSURANCE COMPANY61September$8,747
LIFE INSURANCE CO. OF NORTH AMERICALife417September$6,639
SUPERIOR DENTAL CARE, INC.Dental264September$6,596
LIFE INSURANCE CO. OF NORTH AMERICADisability355September$4,734
FIDELITY SECURITY LIFE INSURANCE COMPANYVision411September$2,770
LIFE INSURANCE COMPANY OF NORTH AMERICA383September$922
UNITEDHEALTHCARE INSURANCE COMPANYHealth614September$0
TRIHEALTH CORPORATE HEALTH366September$0

Questions

Who is COUNCIL ON AGING OF SOUTHWESTERN OH's benefits broker?

Per its most recent Form 5500 Schedule A, COUNCIL ON AGING OF SOUTHWESTERN OH's broker of record is HUB HEARTLAND, LLC.

What insurance carrier does COUNCIL ON AGING OF SOUTHWESTERN OH use?

COUNCIL ON AGING OF SOUTHWESTERN OH's benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 9 disclosed carriers.

When does COUNCIL ON AGING OF SOUTHWESTERN OH's group plan renew?

The most recent Schedule A policy period for COUNCIL ON AGING OF SOUTHWESTERN OH ended in September. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from COUNCIL ON AGING OF SOUTHWESTERN OH's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.