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Sponsor portfolio

ORA INC.

EIN 04-3174215-pharmaceuticals-Latest filing 2025
Plans
2
Retirement
1
$26.2M assets
Welfare
1
$6.0M premiums
Participants
975
138 HAVERHILL STREET - ANDOVER, MA 01810978-685-8900oraclinical.comLinkedIn201-500 employeespharmaceuticals
Plans on this EIN
2 filings
#002401k-$26.2M - 571 part#501Fully Insured-$6.0M - 615 lives

Benefits portfolio analytics

1 plan / $6.0M premiums / 615 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.5M
  • Prescription drug$5.5M
  • Dental$312K
  • Life$118K
  • Other$109K
  • Long-term disability$46K
  • +2 more
Total $6.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • BLUE CROSS OF CALIFORNIA96%
  • USABLE LIFE4%
  • EYEMED VISION CARE1%
  • NEW DIRECTIONS BEHAVIORAL HEALTH0%
Total $6.0M4 slices

Broker market share

Schedule A broker compensation

Split broker
39%top
  • BRIAN PATTON39%
  • ALLIANT INSURANCE SERVICES, INC.38%
  • INDIGO INSURANCE SERVICES14%
  • HILB GROUP OF NEW ENGLAND9%
Total $304K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ORA, LLC 401(K) PLAN

401k

Assets$26.2M
Participants571
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ORA, INC. HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Premiums$6.0M
Covered lives615
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002ORA, LLC 401(K) PLAN401k$26.2M5712024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ORA, INC. HEALTH AND WELFARE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$6.0M6152025
Retirement plans
Welfare plans
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