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Sponsor portfolio

OPPORTUNITY ENTERPRISES, INC.

EIN 35-1136833-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$5.5M assets
Welfare
1
$180K premiums
Participants
437
2801 EVANS AVE - VALPARAISO, IN 46383219-464-9621oppent.orgLinkedIn501-1000 employeesnon-profit organization management
Plans on this EIN
2 filings
#001401k-$5.5M - 296 part#501Mixed-$180K - 394 lives

Benefits portfolio analytics

1 plan / $180K premiums / 394 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$80K
  • Life$78K
  • Dental$77K
  • Short-term disability$70K
  • Long-term disability$70K
  • Vision$15K
Total $180K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
43%top
  • UNITEDHEALTHCARE INSURANCE COMPANY43%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY39%
  • METROPOLITAN LIFE INSURANCE COMPANY8%
  • CURALINC HEALTHCARE6%
  • BANKERS FIDELITY LIFE INSURANCE COMPANY5%
Total $180K5 slices

Broker market share

Schedule A broker compensation

Split broker
52%top
  • MEYERS GLAROS GROUP LLC52%
  • FORESTER BENEFITS MANAGEMENT LLC31%
  • TOTALIS CONSUMER BENEFIT SOLUNTIONS12%
  • HUB INTERNATIONAL MIDWEST LIMITED5%
Total $26K4 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

OPPORTUNITY ENTERPRISES, INC. PROFIT SHARING PLAN

401k

Assets$5.5M
Participants296
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OPPORTUNITY ENTERPRISES, INC. BENEFITS PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$180K
Covered lives394
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OPPORTUNITY ENTERPRISES, INC. PROFIT SHARING PLAN401k$5.5M2962024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OPPORTUNITY ENTERPRISES, INC. BENEFITS PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$180K3942025
Retirement plans
Welfare plans
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