Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$78K
- Other$39K
- Vision$39K
- Life$36K
- Short-term disability$36K
Sponsor portfolio
OPPORTUNITY FOUNDATION OF CENTRAL OREGON
EIN 93-0576732individual & family servicesLatest filing 2025
Plans
2
Retirement
1
$3.2M assets
Welfare
1
$106K premiums
Participants
333
PO BOX 430 - REDMOND, OR 97756541-548-2611opportunityfound.orgLinkedIn201-500 employeesindividual & family services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $106K premiums / 109 covered livesCarrier market share
Premium dollars by Schedule A carrier
37%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY37%
- WILLAMETTE DENTAL INSURANCE, INC.26%
- HARTFORD LIFE AND ACCIDENT23%
- AFLAC11%
- BPA HEALTH3%
- +1 more
Broker market share
Schedule A broker compensation
64%top
- WORLD INSURANCE ASSOCIATES LLC64%
- IMA, INC.17%
- MARY GOMEZ8%
- RYAN GEORGE KRUIT4%
- CHARLES N. ENDICOTT3%
- +3 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
OPPORTUNITY FOUNDATION OF CENTRAL OREGON RETIREMENT PLAN
401k
Assets$3.2M
Participants238
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
OPPORTUNITY FOUNDATION OF CENTRAL OREGON HEALTH & WELFARE BENEFIT PLAN
Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$106K
Covered lives109
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | OPPORTUNITY FOUNDATION OF CENTRAL OREGON RETIREMENT PLAN | 401k | $3.2M | 238 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | OPPORTUNITY FOUNDATION OF CENTRAL OREGON HEALTH & WELFARE BENEFIT PLAN | Fully Insured | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $106K | 109 | 2025 |
Retirement plans
Welfare plans