PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. DAVID OPPENHEIMER & COMPANY I, LLC
Sponsor portfolio

DAVID OPPENHEIMER & COMPANY I, LLC

EIN 91-1540604-computer software-Latest filing 2025
Plans
3
Retirement
1
$50.9M assets
Welfare
2
$3.3M premiums
Participants
522
180 NICKERSON STREET, SUITE 211 - SEATTLE, WA 98109604-468-5955LinkedIn51-200 employeescomputer software
Plans on this EIN
3 filings
#002401k-$50.9M - 209 part#501Fully Insured-$3.2M - 249 lives#502Fully Insured-$120K - 165 lives

Benefits portfolio analytics

2 plans / $3.3M premiums / 414 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.1M
  • Dental$3.1M
  • Other$113K
  • Life$109K
  • Long-term disability$109K
  • Vision$17K
Total $3.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • UNITEDHEALTHCARE INSURANCE COMPANY96%
  • SYMETRA LIFE INSURANCE COMPANY3%
  • VISION SERVICE PLAN1%
  • CURALINC HEALTHCARE0%
Total $3.2M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • AON CONSULTING INC100%
Total $74K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

DAVID OPPENHEIMER AND COMPANY 401(K) PLAN

401k

Assets$50.9M
Participants209
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DAVID OPPENHEIMER & COMPANY I, LLC GROUP EMPLOYEE HEALTH CARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$3.2M
Covered lives249
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

DAVID OPPENHEIMER & COMPANY I, LLC EMPLOYEE LIFE, AD&D AND LTD PLAN

Fully Insured - SYMETRA LIFE INSURANCE COMPANY

Premiums$120K
Covered lives165
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002DAVID OPPENHEIMER AND COMPANY 401(K) PLAN401k$50.9M2092024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DAVID OPPENHEIMER & COMPANY I, LLC GROUP EMPLOYEE HEALTH CARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$3.2M2492025
502DAVID OPPENHEIMER & COMPANY I, LLC EMPLOYEE LIFE, AD&D AND LTD PLANFully InsuredSYMETRA LIFE INSURANCE COMPANY$120K1652024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica