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Sponsor portfolio

O.P.E.N. AMERICA, INC.

EIN 86-0584561-Latest filing 2025
Plans
2
Retirement
1
$4.3M assets
Welfare
1
$1.2M premiums
Participants
274
2355 EAST CAMELBACK ROAD, SUITE 600 - PHOENIX, AZ 85016602-695-1385
Plans on this EIN
2 filings
#001401k-$4.3M - 159 part#501Fully Insured-$1.2M - 246 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 246 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.2M
  • Health$1.1M
  • Dental$1.1M
  • Vision$1.1M
  • Prescription drug$1.1M
  • Life$80K
  • +2 more
Total $1.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • UNITEDHEALTHCARE INSURANCE COMPANY93%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY7%
Total $1.2M2 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • MJ INSURANCE99%
  • GIS BENEFITS INC1%
Total $74K2 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

O.P.E.N. AMERICA, INC. DBA OPENWORKS 401(K) PLAN

401k

Assets$4.3M
Participants159
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

O.P.E.N. AMERICA, INC. DBA OPENWORKS WELFARE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.2M
Covered lives246
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001O.P.E.N. AMERICA, INC. DBA OPENWORKS 401(K) PLAN401k$4.3M1592024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501O.P.E.N. AMERICA, INC. DBA OPENWORKS WELFARE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.2M2462025
Retirement plans
Welfare plans
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