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Sponsor portfolioWelfare / HealthEIN 45-2395903
OTR CAPITAL, LLC
d/b/a OTR SOLUTIONS
1000 HOLCOMB WOODS PARKWAY · ROSWELL, GA 30076
7705099611
- Plans filed
- 2
- Years active
- 2017–2025
- Industry
- NAICS 48
- Latest filing
- 2025
Total premiums (latest)
$70K
No prior year
Persons covered
305
No prior year
Total participants
305
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Life | $40K | 26.9% | |
| Short-term disability | $40K | 26.9% | |
| Other | $40K | 26.9% | |
| Vision | $29K | 19.4% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 470322111 | LSTDOth | $40K | 58.1% | 1 | 1 | 305 |
EIN 430949844 | V | $29K | 41.9% | 1 | 1 | 295 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| BROWN & BROWN INSURANCE SERVICES | ATLANTA, GA | EYEMED VISION CARE ON BEHALF OF THE FIDELITY SECURITY LIFE INS COMPANY, UNITED OF OMAHA LIFE INSURANCE COMPANY | $9K | $183 | $9K | 97.6% | 1 |
| STRATEGIC NON-MEDICAL SOLUTIONS LLC | BOSTON, MA | EYEMED VISION CARE ON BEHALF OF THE FIDELITY SECURITY LIFE INS COMPANY | $217 | $0 | $217 | 2.4% | 1 |
History & trajectory
9 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