Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.3M
- Dental$3.3M
- Life$347K
- Short-term disability$347K
- Long-term disability$347K
- Other$347K
- +1 more
Sponsor portfolio
OPPORTUNITY FINANCIAL, LLC
EIN 27-1061911bankingLatest filing 2024
Plans
2
Retirement
1
$27.9M assets
Welfare
1
$3.6M premiums
Participants
1,116
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.6M premiums / 598 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- BLUE CROSS OF CALIFORNIA90%
- DEARBORN LIFE INSURANCE COMPANY10%
- EYEMED VISION CARE1%
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
OPPORTUNITY FINANCIAL, LLC 401(K) PLAN
401k
Assets$27.9M
Participants608
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
OPPLOANS EMPLOYEE BENEFITS PLAN
Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS
Premiums$3.6M
Covered lives598
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | OPPORTUNITY FINANCIAL, LLC 401(K) PLAN | 401k | $27.9M | 608 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | OPPLOANS EMPLOYEE BENEFITS PLAN | Fully Insured | BLUECROSS BLUESHIELD OF ILLINOIS | $3.6M | 598 | 2024 |
Retirement plans
Welfare plans