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Sponsor portfolioWelfare / HealthEIN 20-3386325
OPORTUN
1825 SOUTH GRANT STREET · SAN MATEO, CA 94402
6505421559
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$9.8M
No prior year
Persons covered
689
No prior year
Total participants
669
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $8.7M | 44.7% | |
| Prescription drug | $8.7M | 44.4% | |
| Dental | $583K | 3.0% | |
| Other | $425K | 2.2% | |
| Life | $330K | 1.7% | |
| Short-term disability | $330K | 1.7% | |
| Long-term disability | $330K | 1.7% | |
| Vision | $143K | 0.7% |
Carrier overview
9 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 066033492 | HRx | $6.8M | 69.7% | 1 | 1 | 666 |
EIN 941340523 | HRx | $1.9M | 19.1% | 1 | 2 | 137 |
EIN 135123390 | D | $522K | 5.4% | 1 | 1 | 515 |
EIN 620331200 | LSTDLTDOth | $362K | 3.7% | 1 | 2 | 683 |
EIN 941632821 | V | $83K | 0.8% | 1 | 1 | 487 |
EIN 990040115 | HDV | $60K | 0.6% | 1 | 1 | 10 |
EIN 390989781 | Oth | $37K | 0.4% | 1 | 1 | 198 |
EIN 770528349 | Oth | $22K | 0.2% | 1 | 1 | 689 |
EIN 364233459 | Oth | $4K | 0.0% | 1 | 1 | 669 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| DIGITAL INSURANCE LLC | ATLANTA, GA | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, TRANSAMERICA LIFE INSURANCE COMPANY, AETNA LIFE INSURANCE CO., UNUM LIFE INSURANCE COMPANY OF AMERICA | $240K | $40K | $281K | 84.7% | 1 |
| CENTRO BENEFITS RESEARCH LLC | KIRKWOOD, MO | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, UNUM LIFE INSURANCE COMPANY OF AMERICA | $26K | $24K | $50K | 15.1% | 1 |
| ENROLLEASE | ATLANTA, GA | ZURICH AMERICAN INSURANCE COMPANY | $668 | $0 | $668 | 0.2% | 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