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  2. Opportune LLP
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Opportune LLP

EIN 20-2958287-management consulting-Latest filing 2025
Plans
2
Retirement
1
$30.1M assets
Health & Benefits
1
$419K premiums
Participants
657
711 LOUISIANA STREET, SUITE 3100 - HOUSTON, TX 77002713-237-4803opportune.comLinkedIn201-500 employeesmanagement consulting
Plans on this EIN
2 filings
#001401(k)-$30.1M - 394 part#501Mixed-$419K - 258 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $419K premiums / 258 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$172K
  • Short-term disability$91K
  • Life$81K
  • Other$81K
  • Long-term disability$48K
  • Vision$29K
Total $421K6 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

OPPORTUNE LLP 401(K) PLAN

401(k)

Assets$30.1M
Participants394
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

OPPORTUNE LLP HEALTH AND WELFARE PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$419K
Covered lives258
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001OPPORTUNE LLP 401(K) PLAN401(k)$30.1M3942025
  • OPPORTUNE LLP 401(K) PLAN$30.1M
    #001 · 401(k) · 2025394

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501OPPORTUNE LLP HEALTH AND WELFARE PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$419K2582025
  • OPPORTUNE LLP HEALTH AND WELFARE PLAN$419K
    #501 · Mixed · THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · 2025258
Retirement plans
Health & Benefits plans

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  2. Plan summaries
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  4. Health & Benefits plans
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