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  2. OPPORTUNITIES, INC.
Sponsor portfolio

OPPORTUNITIES, INC.

EIN 81-0295813-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
1
$1.4M assets
Welfare
1
$42K premiums
Participants
251
905 1ST AVE NORTH - GREAT FALLS, MT 59403406-761-0310
Plans on this EIN
2 filings
#009401k-$1.4M - 130 part#501Mixed-$42K - 138 lives

Benefits portfolio analytics

1 plan / $42K premiums / 138 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$22K
  • Vision$22K
  • Life$20K
  • Other$20K
Total $42K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • BLUE CROSS OF CALIFORNIA52%
  • DEARBORN LIFE INSURANCE COMPANY48%
Total $42K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LEAVITT GROUP100%
Total $5K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#009

OPPORTUNITIES, INC. 401(K) PLAN & TRUST

401k

Assets$1.4M
Participants130
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OPPORTUNITIES, INC. EMPLOYEE BENEFITS PLAN

Mixed - BLUECROSS BLUESHIELD OF MONTANA

Premiums$42K
Covered lives138
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
009OPPORTUNITIES, INC. 401(K) PLAN & TRUST401k$1.4M1302025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OPPORTUNITIES, INC. EMPLOYEE BENEFITS PLANMixedBLUECROSS BLUESHIELD OF MONTANA$42K1382025
Retirement plans
Welfare plans
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