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Sponsor portfolio

OTA INSIGHT INC (LIGHTHOUSE INTELLIGENCE)

EIN 30-0948108-Latest filing 2025
Plans
2
Retirement
1
$5.6M assets
Welfare
1
$1.2M premiums
Participants
370
3660 BLAKE STREET, NORTH HUB FLOOR 4 - DENVER, CO 80205303-956-2406
Plans on this EIN
2 filings
#001401k-$5.6M - 195 part#501Fully Insured-$1.2M - 233 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 233 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Prescription drug$1.2M
  • Dental$34K
  • Vision$34K
  • Life$34K
  • Short-term disability$34K
  • +2 more
Total $1.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • BLUE CROSS OF CALIFORNIA97%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA3%
Total $1.2M2 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • BENNIE INSURANCE, LLC92%
  • PROFESSIONAL GROUP PLANS INC8%
Total $55K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

OTA INSIGHT 401(K) PLAN

401k

Assets$5.6M
Participants195
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OTA INSIGHT INC (LIGHTHOUSE INTELLIGENCE) HEALTH AND WELFARE PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$1.2M
Covered lives233
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OTA INSIGHT 401(K) PLAN401k$5.6M1952024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OTA INSIGHT INC (LIGHTHOUSE INTELLIGENCE) HEALTH AND WELFARE PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$1.2M2332025
Retirement plans
Welfare plans
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