Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$9.5M
- Prescription drug$9.5M
- Dental$547K
- Other$472K
- Life$403K
- Short-term disability$403K
- +2 more
Sponsor portfolio
OPORTUN, INC.
EIN 20-3386325financial servicesLatest filing 2024
Plans
2
Retirement
1
$83.4M assets
Welfare
1
$10.6M premiums
Participants
1,851
2 CIRCLE STAR WAY - SAN CARLOS, CA 94070650-810-8808oportun.comLinkedIn1001-5000 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $10.6M premiums / 1,112 covered livesCarrier market share
Premium dollars by Schedule A carrier
68%top
- AETNA LIFE INSURANCE COMPANY68%
- KAISER FOUNDATION HEALTH PLAN INC22%
- PRINCIPAL LIFE INSURANCE COMPANY9%
- VISION SERVICE PLAN1%
- TRANSAMERICA LIFE INSURANCE COMPANY0%
- +2 more
Broker market share
Schedule A broker compensation
88%top
- DIGITAL INSURANCE LLC88%
- CENTRO BENEFITS RESEARCH LLC12%
- ENROLLEASE0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
OPORTUN 401(K) PLAN
401k
Assets$83.4M
Participants1,181
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
OPORTUN HEALTH & WELFARE BENEFITS PLAN
Fully Insured - AETNA LIFE INSURANCE CO.
Premiums$10.6M
Covered lives1,112
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | OPORTUN 401(K) PLAN | 401k | $83.4M | 1,181 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | OPORTUN HEALTH & WELFARE BENEFITS PLAN | Fully Insured | AETNA LIFE INSURANCE CO. | $10.6M | 1,112 | 2024 |
Retirement plans
Welfare plans