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Sponsor portfolio

EDGE OFS

EIN 82-1529654-Latest filing 2025
Plans
2
Retirement
1
$5.5M assets
Welfare
1
$9.1M premiums
Participants
614
TWO WEST 2ND STREET, SUITE 1350 - TULSA, OK 74103918-392-9278
Plans on this EIN
2 filings
#001401k-$5.5M - 0 part#501Fully Insured-$9.1M - 1,436 lives

Benefits portfolio analytics

1 plan / $9.1M premiums / 1,436 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$8.3M
  • Dental$8.3M
  • Prescription drug$8.3M
  • Life$666K
  • Short-term disability$666K
  • Long-term disability$666K
  • +2 more
Total $9.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA7%
  • EYEMED VISION CARE1%
Total $9.1M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $249K1 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

EDGE OFS 401(K) PLAN

401k

Assets$5.5M
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EDGE OFS HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF OKLAHOMA

Premiums$9.1M
Covered lives1,436
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EDGE OFS 401(K) PLAN401k$5.5M02024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EDGE OFS HEALTH AND WELFARE BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF OKLAHOMA$9.1M1,4362025
Retirement plans
Welfare plans
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