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Sponsor portfolioWelfare / HealthEIN 91-1540604
DAVID OPPENHEIMER & COMPANY I, LLC
180 NICKERSON STREET · SEATTLE, WA 98109
6044685955
- Plans filed
- 2
- Years active
- 2015–2025
- Industry
- NAICS 42
- Latest filing
- 2025
Total premiums (latest)
$3.2M
No prior year
Persons covered
249
No prior year
Total participants
152
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Plan #501$3.2M
DAVID OPPENHEIMER & COMPANY I, LLC GROUP EMPLOYEE HEALTH CARE PLAN
Fully insured249 covered·4 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #502$120K
DAVID OPPENHEIMER & COMPANY I, LLC EMPLOYEE LIFE, AD&D AND LTD PLAN
Fully insured165 covered·2 carriers
Primary: SYMETRA LIFE INSURANCE COMPANY
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $3.1M | 47.3% | |
| Dental | $3.1M | 47.3% | |
| Other | $113K | 1.7% | |
| Life | $109K | 1.7% | |
| Long-term disability | $109K | 1.7% | |
| Vision | $17K | 0.3% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | HD | $3.1M | 95.9% | 1 | 1 | 249 |
EIN 910742147 | LLTDOth | $109K | 3.4% | 1 | 1 | 159 |
EIN 237089668 | V | $17K | 0.5% | 1 | 1 | 144 |
EIN 331206383 | Oth | $4K | 0.1% | 1 | 1 | 165 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| AON CONSULTING INC | SEATTLE, WA | UNITEDHEALTHCARE INSURANCE COMPANY, VISION SERVICE PLAN, SYMETRA LIFE INSURANCE COMPANY | $70K | $3K | $74K | 100.0% | 1 |
History & trajectory
11 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