Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.2M
- Other$444K
- Dental$286K
- Life$244K
- Short-term disability$190K
- Long-term disability$190K
- +1 more
Sponsor portfolioTH
OTAK INC
EIN 93-0788869designLatest filing 2025
Plans
2
Retirement
1
$45.0M assets
Welfare
1
$5.0M premiums
Participants
801
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $5.0M premiums / 509 covered livesCarrier market share
Premium dollars by Schedule A carrier
84%top
- BLUE CROSS OF CALIFORNIA84%
- UNUM LIFE INSURANCE COMPANY OF AMERICA9%
- DELTA DENTAL OF CALIFORNIA6%
- VISION SERVICE PLAN1%
- HAWAII MEDICAL SERVICE ASSOCIATION0%
Broker market share
Schedule A broker compensation
100%top
- THE PARTNERS GROUP100%
- DAVIDSON BENEFITS PLANNING LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
OTAK INC. 401K EMPLOYEE SAVINGS PLAN
401k
Assets$45.0M
Participants502
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
OTAK, INC EMPLOYEE HEALTH PLAN
Fully Insured - REGENCE BLUE CROSS BLUE SHIELD OF OREGON
Premiums$5.0M
Covered lives509
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | OTAK INC. 401K EMPLOYEE SAVINGS PLAN | 401k | $45.0M | 502 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | OTAK, INC EMPLOYEE HEALTH PLAN | Fully Insured | REGENCE BLUE CROSS BLUE SHIELD OF OREGON | $5.0M | 509 | 2025 |
Retirement plans
Welfare plans