Form 5500 · Employee benefit plan · WESTLAKE, OH
INSURANCE PARTNERS AGENCY, INC.
The filing calls this plan INSURANCE PARTNERS AGENCY ANCILLARY WELFARE BENEFIT PLANS.
INSURANCE PARTNERS AGENCY, INC. of WESTLAKE, OH insures dental, vision, life and disability coverage for its employees, per Schedule A of its Form 5500. Its broker of record is INSURANCE PARTNERS AGENCY, LLC. Coverage is written through STANDARD INSURANCE COMPANY. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 34-1056653 · plan 501 · plan year 2025, filed Jan 13, 2026
Get an email when this employer files a new Form 5500, and again about four months before its plan renews.
How this plan is funded
Funding not settled by the filing
The filing does not report enough to settle how this plan pays for benefits.
Benefits declared on this filing
Also declared: death benefits.
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 1 insured contract covering dental, vision, life and disability; the largest, with STANDARD INSURANCE COMPANY, covers 216 people.
Reported premium across the insured contracts is $243,981, with $12,585 in disclosed broker commissions — about 5.2% of premium.
The most recent policy period ended in June, and the plan year ends June 30. Group contracts typically renew on that annual cycle.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| STANDARD INSURANCE COMPANY | Dental, Vision, Life, Disability | 216 | Jul 1, 2025 | $243,981 | $12,585 |
Premium and claims on this contract
STANDARD INSURANCE COMPANY. For the contract year on this filing, the carrier reported $243,981 in premium earned and $67,189 in claims incurred. Dividing one by the other gives 28%.
- STANDARD INSURANCE COMPANY reported $196,839 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.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Other plans filed by this employer
How this plan compares
Subscribers see how this compares with similar plans in Ohio. A subscription also adds this plan's filing history and the renewal calendar for its state. See plans and prices
Without an account you can open 10 employer, broker and carrier pages a day, including through an AI assistant, and 50 a day with a free account. Paid plans are what keep these records free to read.
More employer plans in Ohio — largest plans, brokers, carriers and renewal months.