Plan Ledger DOL Form 5500 · updated monthly

Otterbein Senior Lifestyle Choicesbenefits

Otterbein Senior Lifestyle Choices Employee Benefit Plan · LEBANON, OH · plan year 2025

Broker compensation reported · 2025
$246,196

Otterbein Senior Lifestyle Choices's benefits plans covered 3,070 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $517,359. Insurance brokers and agents were paid $246,196 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 47.6% of premiums. That is $80 per covered person, below the median for employer plans that report broker pay. Broker pay rose 33% from $184,851 in 2024.

Insurance contracts · 20255
SUPERIOR DENTAL CARE, INC. · dental$517K · 957 covered
ALLONE HEALTH SOUTH, LLCpremiums n/a · 3,070 covered
COMBINED INSURANCE COMPANY OF AMERICApremiums n/a · 977 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · life std ltdpremiums n/a · 3,070 covered
Brokers & agents paid · 20253
USI INSURANCE SERVICES LLC$214,251 · incl $26,037 fees
BENEFITS ALL INSURANCE, LLC$24,146
DANA LINDSEY$7,799
Also brokered by Usi5
Adapthealth, LLC PA$827,688

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 310549058 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.