Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$5.7M
- Dental$1.1M
- Vision$1.1M
- Life$1.1M
- Short-term disability$1.1M
- Long-term disability$1.1M
- +1 more
Sponsor portfolio
O9 SOLUTIONS, INC.
EIN 27-1421035computer softwareLatest filing 2025
Plans
2
Retirement
1
$42.8M assets
Welfare
1
$6.8M premiums
Participants
982
1501 LBJ FREEWAY, SUITE 140 - DALLAS, TX 75234512-368-3583o9solutions.comLinkedIn1001-5000 employeescomputer software
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $6.8M premiums / 1,005 covered livesCarrier market share
Premium dollars by Schedule A carrier
83%top
- BLUE CROSS OF CALIFORNIA83%
- UNITED OF OMAHA LIFE INSURANCE COMPANY17%
Broker market share
Schedule A broker compensation
100%top
- HOLMES MURPHY & ASSOCIATES100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
O9 SOLUTIONS 401(K) PLAN
401k
Assets$42.8M
Participants580
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
O9 SOLUTIONS HEALTH & WELFARE PLAN
Fully Insured - BLUECROSS BLUESHIELD OF TEXAS
Premiums$6.8M
Covered lives1,005
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | O9 SOLUTIONS 401(K) PLAN | 401k | $42.8M | 580 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | O9 SOLUTIONS HEALTH & WELFARE PLAN | Fully Insured | BLUECROSS BLUESHIELD OF TEXAS | $6.8M | 1,005 | 2025 |
Retirement plans
Welfare plans