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Sponsor portfolio

OASIS GROUP HOLDINGS, INC.

EIN 81-3382031-Real Estate and Rental and Leasing-Latest filing 2025
Plans
2
Retirement
1
$2.6M assets
Welfare
1
$1.0M premiums
Participants
315
4157 MOUNTAIN ROAD, #358 - PASADENA, MD 21122443-951-4884
Plans on this EIN
2 filings
#001401k-$2.6M - 153 part#501Fully Insured-$1.0M - 249 lives

Benefits portfolio analytics

1 plan / $1.0M premiums / 249 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$890K
  • Dental$890K
  • Vision$890K
  • Prescription drug$890K
  • Other$118K
  • Life$113K
  • +2 more
Total $1.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • AETNA LIFE INSURANCE COMPANY88%
  • SUN LIFE ASSURANCE COMPANY OF CANADA12%
Total $1.0M2 slices

Broker market share

Schedule A broker compensation

Split broker
52%top
  • THE BALDWIN GROUP WEST LLC52%
  • CENTERSTONE INSURANCE AND FINANCIAL43%
  • ARMFIELD HARRISON & THOMAS5%
  • KELLY & ASSOCIATES INSURANCE GROUP0%
Total $74K4 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

OASIS GROUP HOLDINGS 401K PLAN

401k

Assets$2.6M
Participants153
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OASIS GROUP HOLDINGS, INC. HEALTH & WELFARE PLAN

Fully Insured - AETNA LIFE INSURANCE CO.

Premiums$1.0M
Covered lives249
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OASIS GROUP HOLDINGS 401K PLAN401k$2.6M1532025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OASIS GROUP HOLDINGS, INC. HEALTH & WELFARE PLANFully InsuredAETNA LIFE INSURANCE CO.$1.0M2492025
Retirement plans
Welfare plans
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