Form 5500 · Employee benefit plan · CINCINNATI, OH
EPISCOPAL RETIREMENT HOMES, INC.
Public Form 5500 records show how EPISCOPAL RETIREMENT HOMES, INC. (CINCINNATI, OH) structures its employee benefits. Its broker of record is LIFETIME FINANCIAL GROWTH CO OF OHI. Coverage is written through BERKSHIRE LIFE INSURANCE COMPANY OF AMERICA and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 31-0554071 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| BERKSHIRE LIFE INSURANCE COMPANY OF AMERICA | Disability | 39 | December | $30,561 |
| HARTFORD LIFE AND ACCIDENT | Life, Disability | 358 | December | $24,051 |
| DELTA DENTAL OF KENTUCKY | Dental | 368 | December | $3,663 |
| FIDELITY SECURITY LIFE INSURANCE COMPANY | Vision | 361 | December | $2,357 |
Questions
Who is EPISCOPAL RETIREMENT HOMES, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, EPISCOPAL RETIREMENT HOMES, INC.'s broker of record is LIFETIME FINANCIAL GROWTH CO OF OHI.
What insurance carrier does EPISCOPAL RETIREMENT HOMES, INC. use?
EPISCOPAL RETIREMENT HOMES, INC.'s benefit plan is written through BERKSHIRE LIFE INSURANCE COMPANY OF AMERICA, among 4 disclosed carriers.
When does EPISCOPAL RETIREMENT HOMES, INC.'s group plan renew?
The most recent Schedule A policy period for EPISCOPAL RETIREMENT HOMES, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from EPISCOPAL RETIREMENT HOMES, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.