Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.2M
- Dental$1.2M
- Vision$1.2M
- Life$1.2M
- Short-term disability$1.2M
- Long-term disability$1.2M
- +2 more
Sponsor portfolio
OPENROAD LENDING, LLC
EIN 27-1293701financial servicesLatest filing 2025
Plans
2
Retirement
1
$6.3M assets
Welfare
1
$1.2M premiums
Participants
237
5555 N. BEACH STREET, STE. 4100 - FORT WORTH, TX 76137972-215-0562openroadlending.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.2M premiums / 278 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- UNITEDHEALTHCARE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES 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
OPENROAD LENDING 401(K) PLAN
401k
Assets$6.3M
Participants125
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
OPENROAD LENDING, LLC EMPLOYEE BENEFITS PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.2M
Covered lives278
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | OPENROAD LENDING 401(K) PLAN | 401k | $6.3M | 125 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | OPENROAD LENDING, LLC EMPLOYEE BENEFITS PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.2M | 278 | 2025 |
Retirement plans
Welfare plans