Form 5500 · Employee benefit plan · LEBANON, OH
OTTERBEIN SENIOR LIFESTYLE CHOICES
Public Form 5500 records show how OTTERBEIN SENIOR LIFESTYLE CHOICES (LEBANON, OH) structures its employee benefits. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through LIFE INSURANCE COMPANY OF NORTH AMERICA and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 31-0549058 · plan 503 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Life, Disability | 3,070 | December | $123,207 |
| SUPERIOR DENTAL CARE, INC. | Dental | 957 | December | $51,736 |
| COMBINED INSURANCE COMPANY OF AMERICA | — | 977 | December | $45,216 |
| EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | Vision | 1,641 | December | $0 |
| ALLONE HEALTH SOUTH, LLC | — | 3,070 | December | $0 |
Questions
Who is OTTERBEIN SENIOR LIFESTYLE CHOICES's benefits broker?
Per its most recent Form 5500 Schedule A, OTTERBEIN SENIOR LIFESTYLE CHOICES's broker of record is USI INSURANCE SERVICES LLC.
What insurance carrier does OTTERBEIN SENIOR LIFESTYLE CHOICES use?
OTTERBEIN SENIOR LIFESTYLE CHOICES's benefit plan is written through LIFE INSURANCE COMPANY OF NORTH AMERICA, among 5 disclosed carriers.
When does OTTERBEIN SENIOR LIFESTYLE CHOICES's group plan renew?
The most recent Schedule A policy period for OTTERBEIN SENIOR LIFESTYLE CHOICES ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from OTTERBEIN SENIOR LIFESTYLE CHOICES's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.