Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$40K
- Short-term disability$40K
- Other$40K
- Vision$29K
Sponsor portfolio
OTR CAPITAL DBA OTR SOLUTIONS
EIN 45-2395903Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$15.7M assets
Welfare
1
$70K premiums
Participants
688
1000 HOLCOMB WOODS PKWY BLDG 3, SUITE 315-A - ROSWELL, GA 30076678-483-8163
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $70K premiums / 305 covered livesCarrier market share
Premium dollars by Schedule A carrier
58%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY58%
- EYEMED VISION CARE42%
Broker market share
Schedule A broker compensation
98%top
- BROWN & BROWN INSURANCE SERVICES98%
- STRATEGIC NON-MEDICAL SOLUTIONS LLC2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
OTR SOLUTIONS 401(K) PLAN
401k
Assets$15.7M
Participants383
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
OTR SOLUTIONS WELFARE BENEFITS PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$70K
Covered lives305
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | OTR SOLUTIONS 401(K) PLAN | 401k | $15.7M | 383 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | OTR SOLUTIONS WELFARE BENEFITS PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $70K | 305 | 2025 |
Retirement plans
Welfare plans