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Sponsor portfolioWelfare / HealthEIN 01-0274725

THE OPPORTUNITY ALLIANCE

50 LYDIA LANE · SOUTH PORTLAND, ME 04106
2075235803
Plans filed
5
Years active
2016–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$4.8M
No prior year
Persons covered
488
No prior year
Total participants
400
No prior year
Plans filed
5
No prior year

Plans under this sponsor

5 plans
Plan #513$4.8M
THE OPPORTUNITY ALLIANCE WRAP BENEFIT PLAN
Fully insured488 covered·5 carriers
Primary: HARVARD PILGRIM HEALTH CARE
Plan #510$3.9M
THE OPPORTUNITY ALLIANCE MEDICAL PLAN
Fully insured451 covered·2 carriers
Primary: HARVARD PILGRIM HEALTH CARE
Plan #511$289K
THE OPPORTUNITY ALLIANCE DENTAL PLAN
Fully insured515 covered·1 carrier
Primary: DELTA DENTAL PLAN OF MAINE
Plan #512$234K
THE OPPORTUNITY ALLIANCE LIFE & DISABILITY PLAN
Fully insured388 covered·1 carrier
Primary: THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Plan #506$24K
EYEMED VISION
Fully insured370 covered·1 carrier
Primary: EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$4.2M42.7%
Prescription drug$4.2M42.7%
Dental$286K2.9%
Life$277K2.8%
Short-term disability$277K2.8%
Long-term disability$277K2.8%
Other$277K2.8%
Vision$22K0.2%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
HARVARD PILGRIM HEALTH CARE
EIN 043149694
HRx
$4.2M87.7%12415
DELTA DENTAL OF CALIFORNIA
EIN 010286541
D
$286K6.0%11488
HARTFORD LIFE AND ACCIDENT
EIN 060838648
LSTDLTDOth
$277K5.8%11398
EYEMED VISION CARE
EIN 430949844
V
$22K0.5%11323

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
USI INSURANCE SERVICES LLCVIRGINIA BEACH, VAHPHC INSURANCE COMPANY, HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY, DELTA DENTAL PLAN OF MAINE, EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO., HARVARD PILGRIM HEALTH CARE$93K$27K$120K100.0%1

History & trajectory

10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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