PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. OFFICE ALLY, INC.
Sponsor portfolio

OFFICE ALLY, INC.

EIN 33-0897513-computer software-Latest filing 2025
Plans
2
Retirement
1
$18.7M assets
Welfare
1
$3.1M premiums
Participants
639
5750 NORTHWEST PARKWAY, SUITE 105 - SAN ANTONIO, TX 78249360-975-7000officeally.comLinkedIn201-500 employeescomputer software
Plans on this EIN
2 filings
#001401k-$18.7M - 342 part#501Fully Insured-$3.1M - 565 lives

Benefits portfolio analytics

1 plan / $3.1M premiums / 565 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.8M
  • Prescription drug$2.8M
  • Other$2.3M
  • Dental$158K
  • Life$110K
  • Short-term disability$110K
  • +2 more
Total $3.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
72%top
  • BLUE CROSS OF CALIFORNIA72%
  • KAISER FOUNDATION HEALTH PLAN INC19%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY9%
  • STANDARD INSURANCE COMPANY1%
Total $3.1M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $130K1 slice

Plan deep-dives

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

OFFICE ALLY, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$18.7M
Participants342
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OFFICE ALLY, INC. EMPLOYEE BENEFITS PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF TEXAS

Premiums$3.1M
Covered lives565
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OFFICE ALLY, INC. 401(K) PROFIT SHARING PLAN401k$18.7M3422024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OFFICE ALLY, INC. EMPLOYEE BENEFITS PLANFully InsuredBLUE CROSS BLUE SHIELD OF TEXAS$3.1M5652025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica