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Sponsor portfolio

OPPORTUNITY RESOURCES, INC.

EIN 81-0247708-non-profit organization management-Latest filing 2025
Plans
3
Retirement
2
$4.3M assets
Welfare
1
$1.3M premiums
Participants
467
2821 S RUSSELL ST - MISSOULA, MT 59801406-329-1729orimt.orgLinkedIn201-500 employeesnon-profit organization management
Plans on this EIN
3 filings
#001403b-$4.3M - 284 part#002ProfitSharing-$84K - 24 part#505Mixed-$1.3M - 159 lives

Retirement portfolio analytics

2 plans aggregated / $4.3M assets / 308 participants

Assets by plan

Share of aggregate retirement assets

98%top
  • 403B RETIREMENT PLAN (#001)98%
  • RESOURCES RETIREMENT PLAN (#002)2%
Total $4.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 403B RETIREMENT PLAN (#001)284
  • RESOURCES RETIREMENT PLAN (#002)24
Total 308Click row to drill in

Benefits portfolio analytics

1 plan / $1.3M premiums / 159 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Dental$55K
  • Other$25K
  • Vision$8K
Total $1.3M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • PACIFICSOURCE HEALTH PLANS93%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY7%
Total $1.3M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $49K1 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

OPPORTUNITY RESOURCES, INC. 403B RETIREMENT PLAN

403b

Assets$4.3M
Participants284
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

OPPORTUNITY RESOURCES RETIREMENT PLAN

ProfitSharing

Assets$84K
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

OPPORTUNITY RESOURCES INC GROUP HEALTH PLAN

Mixed - PACIFICSOURCE HEALTH PLAN

Premiums$1.3M
Covered lives159
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001OPPORTUNITY RESOURCES, INC. 403B RETIREMENT PLAN403b$4.3M2842024
002OPPORTUNITY RESOURCES RETIREMENT PLANProfitSharing$84K242025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505OPPORTUNITY RESOURCES INC GROUP HEALTH PLANMixedPACIFICSOURCE HEALTH PLAN$1.3M1592025
Retirement plans
Welfare plans
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