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Sponsor portfolio

OAKMONT MANAGEMENT GROUP LLC

EIN 46-1228206-management consulting-Latest filing 2024
Plans
2
Retirement
1
$32.1M assets
Welfare
1
$19.9M premiums
Participants
13,128
3 PARK PLAZA, SUITE 1920 - IRVINE, CA 92614949-744-5200LinkedIn501-1000 employeesmanagement consulting
Plans on this EIN
2 filings
#001401k-$32.1M - 6,921 part#501Fully Insured-$19.9M - 6,066 lives

Benefits portfolio analytics

1 plan / $19.9M premiums / 6,066 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$17.8M
  • Prescription drug$16.9M
  • Dental$2.6M
  • Other$1.8M
  • Life$1.7M
  • Vision$1.2M
Total $19.9M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • KAISER FOUNDATION HEALTH PLAN INC82%
  • PRINCIPAL LIFE INSURANCE COMPANY8%
  • HAWAII MEDICAL SERVICE ASSOCIATION5%
  • WESTERN HEALTH ADVANTAGE3%
  • EYEMED VISION CARE1%
  • +3 more
Total $19.9M8 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ALLIANT INSURANCE SERVICES, INC.100%
Total $458K1 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

OAKMONT MANAGEMENT GROUP LLC 401(K) PLAN

401k

Assets$32.1M
Participants6,921
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OAKMONT MANAGEMENT GROUP HEALTH AND WELFARE PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$19.9M
Covered lives6,066
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OAKMONT MANAGEMENT GROUP LLC 401(K) PLAN401k$32.1M6,9212024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OAKMONT MANAGEMENT GROUP HEALTH AND WELFARE PLANFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$19.9M6,0662024
Retirement plans
Welfare plans
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