PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. OCEANA
Sponsor portfolioTH

OCEANA

EIN 51-0401308-Latest filing 2025
Plans
2
Retirement
1
$39.2M assets
Welfare
1
$2.2M premiums
Participants
395
1025 CONNECTICUT AVE, NW, SUITE 200 - WASHINGTON, DC 20036202-833-3900
Plans on this EIN
2 filings
#001403b-$39.2M - 242 part#501Fully Insured-$2.2M - 212 lives

Benefits portfolio analytics

1 plan / $2.2M premiums / 212 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Dental$2.1M
  • Vision$2.1M
  • Prescription drug$2.1M
  • Life$161K
  • Short-term disability$161K
  • +2 more
Total $2.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • GROUP HOSPITALIZATION MEDICAL SERVICES, INC.93%
  • METROPOLITAN LIFE INSURANCE COMPANY7%
Total $2.2M2 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • LOCKTON COMPANIES, LLC93%
  • GIS BENEFITS INC7%
  • MARK S METTILLE0%
  • UNKNOWN-1%
Total $134K4 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

OCEANA, INC. RETIREMENT PLAN

403b

Assets$39.2M
Participants242
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OCEANA HEALTH AND WELFARE PLAN

Fully Insured - GROUP HOSPITALIZATION MEDICAL SERVICES, INC.

Premiums$2.2M
Covered lives212
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OCEANA, INC. RETIREMENT PLAN403b$39.2M2422024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OCEANA HEALTH AND WELFARE PLANFully InsuredGROUP HOSPITALIZATION MEDICAL SERVICES, INC.$2.2M2122025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica