Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$501K
- Life$82K
- Other$54K
- Dental$38K
- Vision$9K
Sponsor portfolio
ECHELON GROUP, LLC, DBA OPOC.US
EIN 88-0772314Finance and InsuranceLatest filing 2024
Plans
2
Retirement
1
$6.7M assets
Welfare
1
$629K premiums
Participants
300
300 W. WILSON BRIDGE RD., SUITE 300 - WORTHINGTON, OH 43085614-431-4331
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $629K premiums / 124 covered livesCarrier market share
Premium dollars by Schedule A carrier
80%top
- UNITEDHEALTHCARE INSURANCE COMPANY80%
- DELTA DENTAL OF CALIFORNIA6%
- STANDARD INSURANCE COMPANY3%
- UNITED OF OMAHA LIFE INSURANCE COMPANY2%
- PRINCIPAL LIFE INSURANCE COMPANY2%
- +3 more
Broker market share
Schedule A broker compensation
65%top
- OPOC INSURANCE SERVICES LLC65%
- REB CONSULTING, INC.13%
- CENTERSTONE INSURANCE AND FINANCIAL11%
- BROKERNET INC5%
- EDWARD D SOMMER4%
- +1 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
OPOC.US 401(K) PROFIT SHARING PLAN
401k
Assets$6.7M
Participants191
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
OPOC.US HEALTH AND WELFARE BENEFIT PLAN
Fully Insured - UNITEDHEALTH INSURANCE COMPANY
Premiums$629K
Covered lives124
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | OPOC.US 401(K) PROFIT SHARING PLAN | 401k | $6.7M | 191 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | OPOC.US HEALTH AND WELFARE BENEFIT PLAN | Fully Insured | UNITEDHEALTH INSURANCE COMPANY | $629K | 124 | 2024 |
Retirement plans
Welfare plans