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  2. ALERT 360 OPCO INC.
Sponsor portfolio

ALERT 360 OPCO INC.

EIN 85-3194806-consumer services-Latest filing 2025
Plans
2
Retirement
1
$27.9M assets
Welfare
1
$9.8M premiums
Participants
2,061
2448 EAST 81ST STREET, SUITE 4300 - TULSA, OK 74137918-388-6773alert360.comLinkedIn501-1000 employeesconsumer services
Plans on this EIN
2 filings
#001401k-$27.9M - 1,094 part#502Fully Insured-$9.8M - 1,212 lives

Benefits portfolio analytics

1 plan / $9.8M premiums / 1,212 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$8.4M
  • Prescription drug$8.4M
  • Dental$1.4M
  • Vision$1.4M
  • Life$1.4M
  • Short-term disability$1.4M
  • +2 more
Total $9.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • BLUE CROSS OF CALIFORNIA85%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA15%
Total $9.8M2 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • USI INSURANCE SERVICES LLC94%
  • IBENEFIT COMMUNICATION LLC6%
Total $571K2 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

ALERT 360 401(K) RETIREMENT PLAN

401k

Assets$27.9M
Participants1,094
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

ALERT 360 OPCO INC BENEFITS PLAN

Fully Insured - BLUECROSS BLUESHIELD OF OKLAHOMA

Premiums$9.8M
Covered lives1,212
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ALERT 360 401(K) RETIREMENT PLAN401k$27.9M1,0942024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502ALERT 360 OPCO INC BENEFITS PLANFully InsuredBLUECROSS BLUESHIELD OF OKLAHOMA$9.8M1,2122025
Retirement plans
Welfare plans
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