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Sponsor portfolioTH

OPPORTUNITIES, INC. OF JEFFERSON COUNTY

EIN 39-1078133-staffing and recruiting-Latest filing 2025
Plans
2
Retirement
1
$10.6M assets
Welfare
1
$1.3M premiums
Participants
521
200 E CRAMER ST. - FORT ATKINSON, WI 53531920-563-2437LinkedIn5001-10000 employeesstaffing and recruiting
Plans on this EIN
2 filings
#001403b-$10.6M - 357 part#510Fully Insured-$1.3M - 171 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 171 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Prescription drug$1.1M
  • Dental$101K
  • Short-term disability$20K
  • Life$19K
  • Other$19K
  • +1 more
Total $1.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • QUARTZ HEALTH BENEFIT PLANS CORPORATION88%
  • DELTA DENTAL OF CALIFORNIA8%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY2%
  • AFLAC1%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY1%
  • +1 more
Total $1.3M6 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • M3 INSURANCE SOLUTIONS INC96%
  • RICHARD F SAUTER2%
  • CASEY J HIGGINS0%
  • NICHOLAS LAACK-MILLER0%
  • MICHAEL FRASIER0%
  • +3 more
Total $55K8 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

403 B THRIFT PLAN OF OPPORTUNITIES INC OF JEFFERSON COUNTY

403b

Assets$10.6M
Participants357
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

OPPORTUNITIES, INC. OF JEFFERSON COUNTY

Fully Insured - QUARTZ HEALTH BENEFIT PLANS CORPORATION

Premiums$1.3M
Covered lives171
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001403 B THRIFT PLAN OF OPPORTUNITIES INC OF JEFFERSON COUNTY403b$10.6M3572024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510OPPORTUNITIES, INC. OF JEFFERSON COUNTYFully InsuredQUARTZ HEALTH BENEFIT PLANS CORPORATION$1.3M1712025
Retirement plans
Welfare plans
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