Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$167K
- Short-term disability$95K
- Life$78K
- Other$78K
- Long-term disability$50K
- Vision$29K
Sponsor portfolio
OPPORTUNE LLP
EIN 20-2958287management consultingLatest filing 2025
Plans
2
Retirement
1
$30.1M assets
Welfare
1
$419K premiums
Participants
657
711 LOUISIANA STREET, SUITE 3100 - HOUSTON, TX 77002713-237-4803opportune.comLinkedIn201-500 employeesmanagement consulting
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $419K premiums / 258 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
OPPORTUNE LLP 401(K) PLAN
401k
Assets$30.1M
Participants394
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
OPPORTUNE LLP HEALTH AND WELFARE PLAN
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$419K
Covered lives258
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | OPPORTUNE LLP 401(K) PLAN | 401k | $30.1M | 394 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | OPPORTUNE LLP HEALTH AND WELFARE PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $419K | 258 | 2025 |
Retirement plans
Welfare plans