Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.1M
- Prescription drug$1.1M
- Dental$93K
- Life$58K
- Short-term disability$58K
- Long-term disability$58K
- +2 more
Sponsor portfolio
OAK TREE BENEFITS HEALTH PLAN
EIN 73-1484518computer softwareLatest filing 2025
Plans
2
Retirement
1
$8.6M assets
Welfare
1
$1.3M premiums
Participants
462
1437 SOUTH BOULDER AVENUE, SUITE 300 - TULSA, OK 74119918-576-7803oaktreesw.comLinkedIn11-50 employeescomputer software
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.3M premiums / 205 covered livesCarrier market share
Premium dollars by Schedule A carrier
86%top
- BLUE CROSS OF CALIFORNIA86%
- DELTA DENTAL OF CALIFORNIA7%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY5%
- VISION SERVICE PLAN2%
Broker market share
Schedule A broker compensation
100%top
- HUB INTERNATIONAL MIDWEST LIMITED100%
- OAKTREE SOFTWARE, INC.0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
OAK TREE SOFTWARE, INC. 401(K) PLAN
401k
Assets$8.6M
Participants375
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
OAK TREE BENEFITS HEALTH PLAN
Fully Insured - BLUECROSS BLUESHIELD OF OKLAHOMA
Premiums$1.3M
Covered lives205
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | OAK TREE SOFTWARE, INC. 401(K) PLAN | 401k | $8.6M | 375 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | OAK TREE BENEFITS HEALTH PLAN | Fully Insured | BLUECROSS BLUESHIELD OF OKLAHOMA | $1.3M | 205 | 2025 |
Retirement plans
Welfare plans