Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.2M
- Dental$1.2M
- Vision$1.2M
- Other$34K
- Life$28K
- Short-term disability$12K
Sponsor portfolio
THE OPPORTUNITY TREE
EIN 86-0180419individual & family servicesLatest filing 2025
Plans
2
Retirement
1
$943K assets
Welfare
1
$1.2M premiums
Participants
584
3146 EAST WINDSOR AVENUE - PHOENIX, AZ 85008602-957-6341theopportunitytree.orgLinkedIn201-500 employeesindividual & family services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.2M premiums / 338 covered livesCarrier market share
Premium dollars by Schedule A carrier
96%top
- UNITED HEALTHCARE INSURANCE COMPANY96%
- METROPOLITAN LIFE INSURANCE COMPANY4%
Broker market share
Schedule A broker compensation
98%top
- BROWN & BROWN INSURANCE SERVICES98%
- STRATEGIC NON-MEDICAL SOLUTIONS LLC1%
- WATCHTOWER BENEFITS, LLC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE OPPORTUNITY TREE 401(K) PLAN
401k
Assets$943K
Participants342
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE OPPORTUNITY TREE HEALTH AND WELFARE BENEFIT PLAN
Fully Insured - UNITED HEALTHCARE INSURANCE COMPANY
Premiums$1.2M
Covered lives338
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE OPPORTUNITY TREE 401(K) PLAN | 401k | $943K | 342 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE OPPORTUNITY TREE HEALTH AND WELFARE BENEFIT PLAN | Fully Insured | UNITED HEALTHCARE INSURANCE COMPANY | $1.2M | 338 | 2025 |
Retirement plans
Welfare plans