Form 5500 · Employee benefit plan · XENIA, OH
TOWARD INDEPENDENCE, INC.
Public Form 5500 records show how TOWARD INDEPENDENCE, INC. (XENIA, OH) structures its employee benefits. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 31-0856399 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Dental, Vision, Life | 267 | December | $8,552 |
Questions
Who is TOWARD INDEPENDENCE, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, TOWARD INDEPENDENCE, INC.'s broker of record is USI INSURANCE SERVICES LLC.
What insurance carrier does TOWARD INDEPENDENCE, INC. use?
TOWARD INDEPENDENCE, INC.'s benefit plan is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY.
When does TOWARD INDEPENDENCE, INC.'s group plan renew?
The most recent Schedule A policy period for TOWARD INDEPENDENCE, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from TOWARD INDEPENDENCE, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.