Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$187K
- Vision$187K
- Life$187K
- Short-term disability$187K
- Long-term disability$187K
- Other$187K
Sponsor portfolio
OCT CONSULTING, LLC
EIN 46-1817426management consultingLatest filing 2025
Plans
2
Retirement
1
$3.7M assets
Welfare
1
$187K premiums
Participants
342
8260 GREENSBORO DRIVE, SUITE 435 - MCLEAN, VA 22102703-677-8413octconsulting.comLinkedIn51-200 employeesmanagement consulting
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $187K premiums / 131 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
70%top
- PATRIOT GROWTH INSURANCE SERVICES70%
- GIS BENEFITS INC30%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
OCT CONSULTING, LLC. 401(K) PLAN
401k
Assets$3.7M
Participants205
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
OCT CONSULTING, LLC WELFARE BENEFIT PLAN
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$187K
Covered lives131
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | OCT CONSULTING, LLC. 401(K) PLAN | 401k | $3.7M | 205 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | OCT CONSULTING, LLC WELFARE BENEFIT PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $187K | 131 | 2025 |
Retirement plans
Welfare plans