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Sponsor portfolioWelfare / HealthEIN 82-2687965
OPTA GROUP LP
300 CORPORATE PARKWAY · AMHERST, NY 14226
4128269430
- Plans filed
- 1
- Years active
- 2024–2025
- Industry
- NAICS 33
- Latest filing
- 2025
Total premiums (latest)
$606K
No prior year
Persons covered
335
No prior year
Total participants
336
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 |
|---|---|---|---|
| Dental | $606K | 20.0% | |
| Vision | $606K | 20.0% | |
| Life | $606K | 20.0% | |
| Long-term disability | $606K | 20.0% | |
| Other | $606K | 20.0% |
Carrier overview
1 carrier · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 135123390 | DVLLTDOth | $606K | 100.0% | 1 | 1 | 335 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ACRISURE LLC | CLEVELAND, OH | GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $27K | $23K | $50K | 81.8% | 1 |
| MARSH & MCLENNAN AGENCY LLC | MINNEAPOLIS, MN | GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $11K | $0 | $11K | 18.2% | 1 |
History & trajectory
2 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