Form 5500 · Employee benefit plan · LOVELAND, OH
HEALTHSOURCE OF OHIO
The filing calls this plan HEALTHSOURCE OF OHIO EMPLOYEE BENEFITS PLAN.
HEALTHSOURCE OF OHIO of LOVELAND, OH files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is HUB HEARTLAND, LLC. Coverage is written through COMMUNITY INSURANCE COMPANY and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 31-0884250 · plan 501 · plan year 2025, filed Sep 14, 2026
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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
Also declared: death benefits, other welfare.
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 5 insured contracts covering health, dental, vision, life and disability; the largest, with COMMUNITY INSURANCE COMPANY, covers 608 people.
Reported premium across the insured contracts is $4,008,346, with $92,986 in disclosed broker commissions — about 2.3% 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.
HUB HEARTLAND, LLC is the broker of record on 3 of the 5 contracts; the rest name a different broker or none.
5 carriers appear on the filing, including COMMUNITY INSURANCE COMPANY, HARTFORD LIFE AND ACCIDENT, DELTA DENTAL OF OHIO and FIDELITY SECURITY LIFE INSURANCE COMPANY. COMMUNITY INSURANCE COMPANY writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| COMMUNITY INSURANCE COMPANY | Health | 608 | Jan 1, 2026 | $3,366,699 | $47,378 |
| HARTFORD LIFE AND ACCIDENT | Life, Disability | 539 | Jan 1, 2026 | $405,742 | $32,910 |
| DELTA DENTAL OF OHIO | Dental | 743 | Jan 1, 2026 | $194,033 | $8,874 |
| FIDELITY SECURITY LIFE INSURANCE COMPANY | Vision | 687 | Jan 1, 2026 | $41,872 | $3,824 |
| BETHESDA HEALTHCARE,INC. D.B.A. TRIHEALTH EAP | — | — | Jan 1, 2026 | — | $0 |
Premium and claims on this contract
DELTA DENTAL OF OHIO, contract 0011313. For the contract year on this filing, the carrier reported $193,920 in premium earned and $167,831 in claims incurred. Dividing one by the other gives 87%.
- DELTA DENTAL OF OHIO, contract 0011313 reported $36,244 in retention.
Retention is what the carrier kept of the premium after claims, as reported: administration, commissions and other charges.
Only experience-rated contracts report these figures, so most filings leave them blank.
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.
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
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