Form 5500 · Employee benefit plan · DUBLIN, OH
MEEDER ASSET MANAGEMENT
The filing calls this plan MEEDER INVESTMENT GROUP PLAN.
MEEDER ASSET MANAGEMENT of DUBLIN, OH insures health, dental, vision, life and disability coverage for its employees, per Schedule A of its Form 5500. Its broker of record is JAMES B. OSWALD COMPANY. Coverage is written through COMMUNITY INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 31-0841498 · plan 508 · plan year 2025, filed Jun 3, 2026
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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.
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, vision, life and disability; the largest, with COMMUNITY INSURANCE COMPANY, covers 209 people.
Reported premium across the insured contracts is $1,325,123, with $44,628 in disclosed broker commissions — about 3.4% 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.
JAMES B. OSWALD COMPANY is the broker of record on all 3 contracts.
3 carriers appear on the filing, including COMMUNITY INSURANCE COMPANY, RELIANCE STANDARD LIFE INSURANCE COMPANY and AMERICAN UNITED 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, Dental, Vision | 209 | Jan 1, 2026 | $1,254,999 | $35,618 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Disability | 135 | Jan 1, 2026 | $49,220 | $6,061 |
| AMERICAN UNITED LIFE INSURANCE COMPANY | Life | 136 | Jan 1, 2026 | $20,904 | $2,949 |
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.
How this plan compares
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