Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$5.8M
- Dental$5.8M
- Vision$5.8M
- Life$188K
- Long-term disability$175K
- Short-term disability$132K
Sponsor portfolio
OAKBRIDGE INSURANCE AGENCY
EIN 85-3995724insuranceLatest filing 2025
Plans
2
Retirement
1
$24.9M assets
Welfare
1
$6.3M premiums
Participants
1,194
200 BROAD STREET - LAGRANGE, GA 30240706-298-2585oakbridgeinsurance.comLinkedIn51-200 employeesinsurance
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $6.3M premiums / 621 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY91%
- STANDARD INSURANCE COMPANY9%
Broker market share
Schedule A broker compensation
100%top
- OAKBRIDGE INSURANCE AGENCY, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
OAKBRIDGE INSURANCE AGENCY, LLC EMPLOYEE SAVINGS PLAN
401k
Assets$24.9M
Participants579
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
OAKBRIDGE INSURANCE AGENCY WELFARE BENEFITS PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$6.3M
Covered lives621
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | OAKBRIDGE INSURANCE AGENCY, LLC EMPLOYEE SAVINGS PLAN | 401k | $24.9M | 579 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | OAKBRIDGE INSURANCE AGENCY WELFARE BENEFITS PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $6.3M | 621 | 2025 |
Retirement plans
Welfare plans