Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.2M
- Dental$1.2M
- Vision$1.2M
- Long-term disability$20K
- Life$9K
- Other$1K
Sponsor portfolio
OPTORO, INC.
EIN 27-3797660computer softwareLatest filing 2024
Plans
2
Retirement
1
$17.3M assets
Welfare
1
$1.2M premiums
Participants
320
1001 G STREET NW, SUITE 1200 - WASHINGTON, DC 20001240-241-7457optoro.comLinkedIn201-500 employeescomputer software
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.2M premiums / 148 covered livesCarrier market share
Premium dollars by Schedule A carrier
97%top
- UNITEDHEALTHCARE INSURANCE COMPANY97%
- LIFE INSURANCE COMPANY OF NORTH AMERICA3%
Broker market share
Schedule A broker compensation
61%top
- LOCKTON COMPANIES, LLC61%
- MARSH & MCLENNAN AGENCY LLC35%
- INSURANCE ASSOCIATES INC3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
OPTORO, INC. 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$17.3M
Participants218
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
OPTORO, INC. WELFARE BENEFIT PLAN
Mixed - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.2M
Covered lives148
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | OPTORO, INC. 401(K) PROFIT SHARING PLAN & TRUST | 401k | $17.3M | 218 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | OPTORO, INC. WELFARE BENEFIT PLAN | Mixed | UNITEDHEALTHCARE INSURANCE COMPANY | $1.2M | 148 | 2024 |
Retirement plans
Welfare plans