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Sponsor portfolioWelfare / HealthEIN 57-0851059

OPTERRA SOLUTIONS, INC.

270 BRUNER ROAD · LEXINGTON, SC 29072
8039578989
Plans filed
1
Years active
2016–2024
Industry
NAICS 56
Latest filing
2024
Total premiums (latest)
$518K
No prior year
Persons covered
366
No prior year
Total participants
270
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$518K
OPTERRA SOLUTIONS, INC. EMPLOYEE BENEFITS PLAN
Mixed366 covered·3 carriers
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$252K27.1%
Life$207K22.2%
Long-term disability$207K22.2%
Dental$128K13.7%
Short-term disability$118K12.6%
Vision$20K2.1%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LSTDLTDOth
$370K71.5%14266
DELTA DENTAL OF CALIFORNIA
EIN 430908349
DV
$148K28.5%12366

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
DIGITAL INSURANCE LLCATLANTA, GAUNUM INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, DELTA DENTAL OF MISSOURI$48K$8K$56K82.9%1
CENTRO BENEFITS RESEARCH LLCKIRKWOOD, MOUNUM LIFE INSURANCE COMPANY OF AMERICA, UNUM INSURANCE COMPANY$0$12K$12K17.1%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
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