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Sponsor portfolio

OAC SERVICES

EIN 91-0821620-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
1
$28.9M assets
Welfare
1
$2.5M premiums
Participants
368
2200 1ST AVENUE S, SUITE 200 - SEATTLE, WA 98134206-674-6115
Plans on this EIN
2 filings
#151401k-$28.9M - 245 part#501Fully Insured-$2.5M - 258 lives

Benefits portfolio analytics

1 plan / $2.5M premiums / 258 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Prescription drug$2.2M
  • Dental$159K
  • Other$113K
  • Life$99K
  • Short-term disability$99K
  • +2 more
Total $2.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • UNITEDHEALTHCARE INSURANCE COMPANY89%
  • DELTA DENTAL OF CALIFORNIA6%
  • METROPOLITAN LIFE INSURANCE COMPANY4%
  • AFLAC1%
  • VISION SERVICE PLAN1%
  • +1 more
Total $2.5M6 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • USI INSURANCE SERVICES LLC97%
  • DVG INSURANCE, INC.2%
  • BRUNN & COMPANY INC.1%
  • JAMEY MILLER INC0%
  • RANDY ALDRIDGE AND OTHER AGENTS0%
  • +3 more
Total $101K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#151

OAC SERVICES INC. 401(K) PLAN

401k

Assets$28.9M
Participants245
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OAC SERVICES HEALTH AND WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.5M
Covered lives258
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
151OAC SERVICES INC. 401(K) PLAN401k$28.9M2452024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OAC SERVICES HEALTH AND WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$2.5M2582024
Retirement plans
Welfare plans
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