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Sponsor portfolio

OKLAND MANAGEMENT CORPORATION

EIN 20-0582832-construction-Latest filing 2025
Plans
2
Retirement
1
$147.3M assets
Welfare
1
$1.2M premiums
Participants
2,171
1978 S WEST TEMPPLE ST - SALT LAKE CITY, UT 84115801-486-0144LinkedIn501-1000 employeesconstruction
Plans on this EIN
2 filings
#002401k-$147.3M - 1,515 part#501Mixed-$1.2M - 1,745 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 1,745 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.2M
  • Life$874K
  • Short-term disability$874K
  • Long-term disability$874K
  • Vision$366K
Total $1.2M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
70%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA70%
  • METROPOLITAN LIFE INSURANCE COMPANY30%
Total $1.2M2 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • NFP INSURANCE SERVICES INC90%
  • IMA, INC.9%
  • WWW INSURANCE, LLC2%
Total $235K3 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

OKLAND 401(K) PROFIT SHARING PLAN

401k

Assets$147.3M
Participants1,515
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OKLAND MANAGEMENT CORPORATION EMPLOYEE WELFARE BENEFITS PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$1.2M
Covered lives1,745
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002OKLAND 401(K) PROFIT SHARING PLAN401k$147.3M1,5152024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OKLAND MANAGEMENT CORPORATION EMPLOYEE WELFARE BENEFITS PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$1.2M1,7452025
Retirement plans
Welfare plans
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