Plan Ledger DOL Form 5500 · updated monthly

Oportunbenefits

Oportun Health & Welfare Benefits Plan · SAN CARLOS, CA · plan year 2024

Broker compensation reported · 2024
$345,506

Oportun's benefits plans covered 668 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $92,616. Insurance brokers and agents were paid $345,506 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 373.1% of premiums. That is $517 per covered person, in the top quarter of employer plans that report broker pay. Broker pay fell 33% from $514,214 in 2023.

Insurance contracts · 20249
VISION SERVICE PLAN · vision$93K · 486 covered
PRINCIPAL LIFE INSURANCE COMPANY · dental ppopremiums n/a · 1,112 covered
TRANSAMERICA LIFE INSURANCE COMPANYpremiums n/a · 250 covered
KAISER FOUNDATION HEALTH PLAN INC · health drug hmopremiums n/a · 138 covered
KAISER FOUNDATION HEALTH PLAN INC · health drug hmopremiums n/a · 147 covered
AETNA LIFE INSURANCE CO. · health drug ppopremiums n/a · 734 covered
PRINCIPAL LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 683 covered
CONCERN EAPpremiums n/a · 685 covered
ZURICH AMERICAN INSURANCE COMPANYpremiums n/a · 668 covered
Brokers & agents paid · 20245
DIGITAL INSURANCE LLC$94,130 · incl $41,901 fees
CENTRO BENEFITS RESEARCH LLC$42,145 · incl $42,145 fees
DIGITAL INSURANCE INC.$182,457 · incl $11,120 fees
Individual agent · names withheld$668

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

Also brokered by Digital Insurance LLC5
Ciox Health, LLC AZ$676,187

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 203386325 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.