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  2. O9 Solutions, Inc.
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Filings through Oct 24, 2026.

O9 Solutions, Inc.

EIN 27-1421035-computer software-Latest filing 2025
Plans
2
Retirement
1
$42.8M assets
Health & Benefits
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 filings
#001401(k)-$42.8M - 580 part#501Fully insured-$6.8M - 1,005 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $6.8M premiums / 1,005 covered lives

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
Total $6.8M7 rows
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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

O9 SOLUTIONS 401(K) PLAN

401(k)

Assets$42.8M
Participants580
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

O9 SOLUTIONS HEALTH & WELFARE PLAN

Fully insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$6.8M
Covered lives1,005
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001O9 SOLUTIONS 401(K) PLAN401(k)$42.8M5802025
  • O9 SOLUTIONS 401(K) PLAN$42.8M
    #001 · 401(k) · 2025580

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501O9 SOLUTIONS HEALTH & WELFARE PLANFully insuredBLUECROSS BLUESHIELD OF TEXAS$6.8M1,0052025
  • O9 SOLUTIONS HEALTH & WELFARE PLAN$6.8M
    #501 · Fully insured · BLUECROSS BLUESHIELD OF TEXAS · 20251,005
Retirement plans
Health & Benefits plans

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