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Sponsor portfolioWelfare / HealthEIN 27-1061911

OPPORTUNITY FINANCIAL LLC DBA OPPFI

130 EAST RANDOLPH, SUITE 3400 · CHICAGO, IL 60601
3122128079
Plans filed
1
Years active
2017–2024
Industry
NAICS 52
Latest filing
2024
Total premiums (latest)
$3.6M
No prior year
Persons covered
598
No prior year
Total participants
508
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$3.6M
OPPLOANS EMPLOYEE BENEFITS PLAN
Fully insured598 covered·3 carriers
Primary: BLUECROSS BLUESHIELD OF ILLINOIS

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$3.3M41.1%
Dental$3.3M41.1%
Life$347K4.4%
Short-term disability$347K4.4%
Long-term disability$347K4.4%
Other$347K4.4%
Vision$25K0.3%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 361236610
HD
$3.3M89.7%11598
DEARBORN LIFE INSURANCE COMPANY
EIN 362598882
LSTDLTDOth
$347K9.6%11496
EYEMED VISION CARE
EIN 430949844
V
$25K0.7%11527

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCSCHAUMBURG, ILEYEMED VISION CARE, DEARBORN LIFE INSURANCE COMPANY, BLUECROSS BLUESHIELD OF ILLINOIS$169K$16K$184K100.0%1

History & trajectory

8 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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