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Sponsor portfolio

OPPORTUNITY COUNCIL

EIN 91-0787820-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$20.6M assets
Welfare
1
$228K premiums
Participants
888
1419 CORNWALL AVENUE - BELLINGHAM, WA 98225360-734-5121oppco.orgLinkedIn201-500 employeesnon-profit organization management
Plans on this EIN
2 filings
#001403b-$20.6M - 641 part#502Mixed-$228K - 249 lives

Benefits portfolio analytics

1 plan / $228K premiums / 249 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$88K
  • Other$75K
  • Life$43K
  • Long-term disability$32K
  • Vision$32K
Total $228K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
41%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA41%
  • BLUE CROSS OF CALIFORNIA39%
  • VISION SERVICE PLAN14%
  • ARAG INSURANCE COMPANY6%
  • HEALTH PROMOTION NORTHWEST0%
Total $228K5 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • HUB INTERNATIONAL MIDWEST LIMITED95%
  • WATCHTOWER TECHNOLOGIES INC5%
Total $26K2 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

OPPORTUNITY COUNCIL 403(B) PLAN

403b

Assets$20.6M
Participants641
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

OPPORTUNITY COUNCIL WELFARE BENEFITS PLAN

Mixed - PREMERA BLUE CROSS

Premiums$228K
Covered lives249
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OPPORTUNITY COUNCIL 403(B) PLAN403b$20.6M6412024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502OPPORTUNITY COUNCIL WELFARE BENEFITS PLANMixedPREMERA BLUE CROSS$228K2492025
Retirement plans
Welfare plans
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