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Sponsor portfolio

OPPORTUNITY ALLIANCE

EIN 01-0274725-mental health care-Latest filing 2025
Plans
2
Retirement
1
$18.1M assets
Welfare
1
$4.8M premiums
Participants
1,051
50 LYDIA LANE - SOUTH PORTLAND, ME 04106207-874-1175opportunityalliance.orgLinkedIn201-500 employeesmental health care
Plans on this EIN
2 filings
#001403b-$18.1M - 651 part#513Fully Insured-$4.8M - 488 lives

Benefits portfolio analytics

1 plan / $4.8M premiums / 488 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.2M
  • Prescription drug$4.2M
  • Dental$286K
  • Life$277K
  • Short-term disability$277K
  • Long-term disability$277K
  • +2 more
Total $4.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • HARVARD PILGRIM HEALTH CARE88%
  • DELTA DENTAL OF CALIFORNIA6%
  • HARTFORD LIFE AND ACCIDENT6%
  • EYEMED VISION CARE0%
Total $4.8M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $120K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

OPPORTUNITY ALLIANCE 403(B) PLAN

403b

Assets$18.1M
Participants651
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#513

THE OPPORTUNITY ALLIANCE WRAP BENEFIT PLAN

Fully Insured - HARVARD PILGRIM HEALTH CARE

Premiums$4.8M
Covered lives488
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OPPORTUNITY ALLIANCE 403(B) PLAN403b$18.1M6512025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
513THE OPPORTUNITY ALLIANCE WRAP BENEFIT PLANFully InsuredHARVARD PILGRIM HEALTH CARE$4.8M4882025
Retirement plans
Welfare plans
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