Plan Ledger DOL Form 5500 · updated monthly

Opportunity Financial LLC dba Oppfibenefits

Opploans Employee Benefits Plan · CHICAGO, IL · plan year 2024

Broker compensation reported · 2024
$184,493

Opportunity Financial LLC dba Oppfi's benefits plans covered 498 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $184,493 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $370 per covered person, above the median for employer plans that report broker pay. Broker pay fell 17% from $221,479 in 2023.

Insurance contracts · 20243
EYEMED VISION CARE · visionpremiums n/a · 527 covered
BLUECROSS BLUESHIELD OF ILLINOIS · health dentalpremiums n/a · 598 covered
DEARBORN LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 496 covered
Brokers & agents paid · 20243
MARSH & MCLENNAN AGENCY LLC$127,656 · incl $9,420 fees
MARSH & MCLENNAN AGENCY LLC PA$54,087 · incl $6,250 fees
Also brokered by Marsh McLennan Agency5
Sanford ND$4,316,517

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 271061911 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.