Form 5500 · Employee benefit plan · LOVELAND, OH
HEALTHSOURCE OF OHIO, INC.
The filing calls this plan HEALTHSOURCE OF OHIO PLAN.
HEALTHSOURCE OF OHIO, INC. of LOVELAND, OH files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is HORAN ASSOCIATES. Coverage is written through COMMUNITY INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 31-0884250 · plan 502 · plan year 2024, filed Aug 27, 2025
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2,504 other employer plans in Ohio have policy years ending in December. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Fully insured as reported
The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
Benefits declared on this filing
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 3 insured contracts covering health, dental and vision; the largest, with COMMUNITY INSURANCE COMPANY, covers 580 people.
Reported premium across the insured contracts is $3,341,579, with $58,789 in disclosed broker commissions — about 1.8% 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.
HORAN ASSOCIATES is the broker of record on 1 of the 3 contracts; the rest name a different broker or none.
Two carriers split the book: COMMUNITY INSURANCE COMPANY and FIDELITY SECURITY LIFE INSURANCE COMPANY.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| COMMUNITY INSURANCE COMPANY | Health | 580 | Jan 1, 2025 | $3,108,157 | $54,845 |
| FIDELITY SECURITY LIFE INSURANCE COMPANY | Vision | 642 | Jan 1, 2025 | $39,616 | $3,944 |
| COMMUNITY INSURANCE COMPANY | Dental | 705 | Jan 1, 2025 | $193,806 | $0 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Reported to OSHA
Reported to OSHA for 2025: 389 employees, 14 recordable cases, 59 days away from work.
Source: OSHA Injury Tracking Application establishment data, 2025.
Other plans filed by this employer
How this plan compares
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Renewal calendar
2,504 other employer plans in Ohio are January 1 renewals (policy year ends December).
Their policy years end in December, like this plan’s, so most renew January 1. The calendar lists every insured group by renewal date and state, with broker of record, carrier and disclosed commission. You can preview the five largest in each month for free.
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