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Sponsor portfolioTH

OPTERRA SOLUTIONS, INC.

EIN 57-0851059-environmental services-Latest filing 2024
Plans
2
Retirement
1
$10.7M assets
Welfare
1
$518K premiums
Participants
666
270 BRUNER ROAD - LEXINGTON, SC 29072803-957-8989opterrasolutions.comLinkedIn201-500 employeesenvironmental services
Plans on this EIN
2 filings
#001401k-$10.7M - 396 part#501Mixed-$518K - 366 lives

Benefits portfolio analytics

1 plan / $518K premiums / 366 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$252K
  • Life$207K
  • Long-term disability$207K
  • Dental$128K
  • Short-term disability$118K
  • Vision$20K
Total $518K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
72%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA72%
  • DELTA DENTAL OF CALIFORNIA28%
Total $518K2 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • DIGITAL INSURANCE LLC83%
  • CENTRO BENEFITS RESEARCH LLC17%
Total $68K2 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

OPTERRA SOLUTIONS, INC. 401(K)

401k

Assets$10.7M
Participants396
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OPTERRA SOLUTIONS, INC. EMPLOYEE BENEFITS PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$518K
Covered lives366
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OPTERRA SOLUTIONS, INC. 401(K)401k$10.7M3962024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OPTERRA SOLUTIONS, INC. EMPLOYEE BENEFITS PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$518K3662024
Retirement plans
Welfare plans
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