Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.0M
- Dental$100K
- Other$34K
- Vision$27K
- Short-term disability$24K
- Life$21K
- +1 more
Sponsor portfolio
OTTER LEARNING, LLC
EIN 83-4611159education managementLatest filing 2025
Plans
2
Retirement
1
$461K assets
Welfare
1
$2.3M premiums
Participants
1,533
6650 RIVERS AVE, STE 105, PMB 90599 - NORTH CHARLESTON, SC 29406865-816-9057otterlearning.comLinkedIn1001-5000 employeeseducation management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.3M premiums / 263 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- BLUE CROSS OF CALIFORNIA90%
- PRINCIPAL LIFE INSURANCE COMPANY9%
- TELADOC1%
- KAISER FOUNDATION HEALTH PLAN INC0%
Broker market share
Schedule A broker compensation
50%top
- JULIE CAPE50%
- DIGITAL INSURANCE LLC24%
- LOUIS RITTER & ASSOCIATES18%
- CENTRO BENEFITS RESEARCH LLC7%
- ENROLLEASE2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
OTTER LEARNING 401(K) PLAN
401k
Assets$461K
Participants1,270
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
OTTER LEARNING HEALTH & WELFARE PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA
Premiums$2.3M
Covered lives263
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | OTTER LEARNING 401(K) PLAN | 401k | $461K | 1,270 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | OTTER LEARNING HEALTH & WELFARE PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA | $2.3M | 263 | 2025 |
Retirement plans
Welfare plans