PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. OTELCO TELEPHONE LLC
Sponsor portfolio

OTELCO TELEPHONE LLC

EIN 52-2126398-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
3
Retirement
1
$46.1M assets
Welfare
2
$1.1M premiums
Participants
1,923
505 3RD AVE E - ONEONTA, AL 351211557205-625-3591
Plans on this EIN
3 filings
#001401k-$46.1M - 766 part#504Fully Insured-$1.1M - 1,117 lives#503Self Funded-0 lives

Benefits portfolio analytics

2 plans / $1.1M premiums / 1,117 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.1M
  • Short-term disability$1.0M
  • Dental$890K
  • Vision$890K
  • Life$890K
  • Long-term disability$890K
  • +1 more
Total $1.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • METROPOLITAN LIFE INSURANCE COMPANY100%
Total $1.1M1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $68K1 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

OTELCO TELEPHONE LLC SAVINGS TRUST

401k

Assets$46.1M
Participants766
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

OTELCO TELEPHONE LLC

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$1.1M
Covered lives1,117
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

OTELCO TELEPHONE HEALTHCARE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OTELCO TELEPHONE LLC SAVINGS TRUST401k$46.1M7662025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
504OTELCO TELEPHONE LLCFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$1.1M1,1172024
503OTELCO TELEPHONE HEALTHCARE PLANSelf Funded-$002024
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