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Sponsor portfolio

OZ ARCHITECTURE, INC.

EIN 84-0823111-architecture & planning-Latest filing 2024
Plans
2
Retirement
1
$34.8M assets
Welfare
1
$159K premiums
Participants
404
3003 LARIMER STREET - DENVER, CO 80205303-861-5704ozarch.comLinkedIn51-200 employeesarchitecture & planning
Plans on this EIN
2 filings
#001401k-$34.8M - 254 part#501Mixed-$159K - 215 lives

Benefits portfolio analytics

1 plan / $159K premiums / 215 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$88K
  • Other$55K
  • Short-term disability$50K
  • Life$43K
  • Long-term disability$43K
  • Vision$17K
Total $159K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
55%top
  • DELTA DENTAL OF CALIFORNIA55%
  • STANDARD INSURANCE COMPANY27%
  • VISION SERVICE PLAN10%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA4%
  • MINES & ASSOCIATES3%
Total $159K5 slices

Broker market share

Schedule A broker compensation

Split broker
55%top
  • ASSUREDPARTNERS55%
  • HOLMES MURPHY & ASSOCIATES20%
  • KEVIN DOYLE TAFOYA8%
  • VOLUNTARY SOLUTIONS INC6%
  • RPM BENEFIT ADVISORS LLC6%
  • +2 more
Total $15K7 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

OZ ARCHITECTURE PROFIT SHARING PLAN

401k

Assets$34.8M
Participants254
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OZ ARCHITECTURE MEDICAL, DENTAL AND LTD PLAN

Mixed - DELTA DENTAL OF COLORADO

Premiums$159K
Covered lives215
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OZ ARCHITECTURE PROFIT SHARING PLAN401k$34.8M2542024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OZ ARCHITECTURE MEDICAL, DENTAL AND LTD PLANMixedDELTA DENTAL OF COLORADO$159K2152024
Retirement plans
Welfare plans
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