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Sponsor portfolioWelfare / HealthEIN 42-1293894

OPPORTUNITY LIVING

1890 EAST MAIN · LAKE CITY, IA 51449
7124648961
Plans filed
2
Years active
2015–2024
Industry
NAICS 62
Latest filing
2024
Total premiums (latest)
$1.3M
No prior year
Persons covered
88
No prior year
Total participants
88
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #502$1.3M
OPPORTUNITY LIVING BENEFIT TRUST
Fully insured88 covered·6 carriers
Primary: WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA
Plan #503$0
OPPORTUNITY LIVING LIFE INSURANCE PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.2M49.1%
Stop-loss$1.2M49.0%
Short-term disability$20K0.8%
Life$14K0.6%
Vision$9K0.3%
Dental$5K0.2%

Carrier overview

6 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 421455449
HSL
$1.2M96.2%1188
ASSURITY LIFE INSURANCE COMPANY
EIN 381843471
STD
$20K1.6%110
EMC NATIONAL LIFE
EIN 420868851
L
$14K1.1%110
VISION SERVICE PLAN
EIN 061227840
V
$9K0.7%1167
DELTA DENTAL OF CALIFORNIA
EIN 420959302
D
$5K0.4%1159
MANHATTANLIFE
EIN 420884060
H
$8580.1%110

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HOLMES MURPHY & ASSOCIATESDES MOINES, IAVISION SERVICE PLAN$680$0$680100.0%1
N/A—DELTA DENTAL OF IOWA, WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA$0$0$00.0%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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