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Sponsor portfolioWelfare / HealthEIN 93-0788869
OTAK INC
808 SW 3RD AVE, STE 800 · PORTLAND, OR 97204
5032876828
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$5.0M
No prior year
Persons covered
509
No prior year
Total participants
299
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 |
|---|---|---|---|
| Health | $4.2M | 75.2% | |
| Other | $444K | 7.9% | |
| Dental | $286K | 5.1% | |
| Life | $244K | 4.3% | |
| Short-term disability | $190K | 3.4% | |
| Long-term disability | $190K | 3.4% | |
| Vision | $47K | 0.8% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 930238155 | H | $4.2M | 84.3% | 1 | 1 | 466 |
EIN 010278678 | LSTDLTDOth | $444K | 8.9% | 1 | 7 | 295 |
EIN 930438772 | D | $286K | 5.7% | 1 | 1 | 509 |
EIN 061227840 | V | $47K | 0.9% | 1 | 1 | 278 |
EIN 990040115 | H | $11K | 0.2% | 1 | 1 | 1 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| THE PARTNERS GROUP | PORTLAND, OR | UNUM INSURANCE COMPANY, REGENCE BLUE CROSS BLUE SHIELD OF OREGON, OREGON DENTAL SERVICE, VISION SERVICE PLAN, UNUM LIFE INSURANCE COMPANY OF AMERICA | $143K | $16K | $159K | 99.8% | 1 |
| DAVIDSON BENEFITS PLANNING LLC | TIGARD, OR | UNUM INSURANCE COMPANY | $344 | $46 | $390 | 0.2% | 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