PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. OBRA CAPITAL INC.
Sponsor portfolio

OBRA CAPITAL INC.

EIN 27-0284263-Latest filing 2025
Plans
2
Retirement
1
$7.1M assets
Welfare
1
$2.9M premiums
Participants
597
100 CONGRESS AVENUE, SUITE 725 - AUSTIN, TX 78701512-961-8265
Plans on this EIN
2 filings
#001401k-$7.1M - 196 part#503Fully Insured-$2.9M - 570 lives

Benefits portfolio analytics

1 plan / $2.9M premiums / 570 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.9M
  • Dental$2.9M
  • Vision$2.9M
  • Prescription drug$2.9M
  • Life$72K
  • Short-term disability$72K
  • +2 more
Total $2.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
98%top
  • UNITEDHEALTHCARE INSURANCE COMPANY98%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY2%
Total $2.9M2 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • GALLAGHER BENEFIT SERVICES, INC.90%
  • ASSUREDPARTNERS6%
  • ROGERS BENEFIT GROUP INC4%
Total $157K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

OBRA CAPITAL, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$7.1M
Participants196
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

OBRA CAPITAL INC. HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.9M
Covered lives570
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OBRA CAPITAL, INC. 401(K) PROFIT SHARING PLAN401k$7.1M1962024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503OBRA CAPITAL INC. HEALTH AND WELFARE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$2.9M5702025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica