Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$327K
- Short-term disability$327K
- Long-term disability$327K
- Other$327K
- Dental$233K
- Vision$30K
Filings through .
Opportunity Financial, LLC
EIN 27-1061911bankingLatest filing 2025
Plans
2
Retirement
1
$36.4M assets
Health & Benefits
1
$591K premiums
Participants
965
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $591K premiums / 515 covered lives
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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
OPPORTUNITY FINANCIAL, LLC 401(K) PLAN
401(k)
Assets$36.4M
Participants549
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
OPPLOANS EMPLOYEE BENEFITS PLAN
Mixed - DEARBORN LIFE INSURANCE COMPANY
Premiums$591K
Covered lives515
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | OPPORTUNITY FINANCIAL, LLC 401(K) PLAN | 401(k) | $36.4M | 549 | 2025 |
- #001 · 401(k) · 2025549
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | OPPLOANS EMPLOYEE BENEFITS PLAN | Mixed | DEARBORN LIFE INSURANCE COMPANY | $591K | 515 | 2025 |
- #501 · Mixed · DEARBORN LIFE INSURANCE COMPANY · 2025515
Retirement plans
Health & Benefits plans