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Sponsor portfolio

OTF SERVICES LLC

EIN 81-4962263-Latest filing 2025
Plans
2
Retirement
1
$1.7M assets
Welfare
1
$1.5M premiums
Participants
1,013
11661 SAN VICENTE BOULEVARD, SUITE 910 - LOS ANGELES, CA 90049908-397-5605
Plans on this EIN
2 filings
#001401k-$1.7M - 822 part#501Fully Insured-$1.5M - 303 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 303 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.5M
  • Health$1.5M
  • Dental$1.5M
  • Vision$1.5M
  • Life$28K
  • Short-term disability$28K
Total $1.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • ANTHEM LIFE INSURANCE COMPANY100%
Total $1.5M1 slice

Broker market share

Schedule A broker compensation

Split broker
73%top
  • THE BALDWIN GROUP WEST LLC73%
  • REUBEN WARNER ASSOCIATES, INC.27%
Total $122K2 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

WEST COAST FITNESS LLC 401(K) PLAN

401k

Assets$1.7M
Participants822
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ORANGETHEORY FITNESS WELFARE BENEFITS PLAN

Fully Insured - ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY

Premiums$1.5M
Covered lives303
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WEST COAST FITNESS LLC 401(K) PLAN401k$1.7M8222024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ORANGETHEORY FITNESS WELFARE BENEFITS PLANFully InsuredANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY$1.5M3032025
Retirement plans
Welfare plans
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