Plan Ledger DOL Form 5500 · updated monthly

Otak Incbenefits

Otak, Inc Employee Health Plan · PORTLAND, OR · plan year 2025

Previously filed as Otak, Inc. Same employer identification number; renames and acquisitions are why old benefits and 401(k) accounts get lost.

Broker compensation reported · 2025
$159,544

Otak Inc's benefits plans covered 287 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $159,544 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $556 per covered person, in the top quarter of employer plans that report broker pay. Brokers were paid 3.7x the $43,229 reported for 2024.

Insurance contracts · 202511
UNUM INSURANCE COMPANYpremiums n/a · 118 covered
UNUM INSURANCE COMPANYpremiums n/a · 54 covered
UNUM INSURANCE COMPANYpremiums n/a · 29 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · lifepremiums n/a · 120 covered
HAWAII MEDICAL SERVICE ASSOCIATION · healthpremiums n/a · 1 covered
OREGON DENTAL SERVICE · dentalpremiums n/a · 509 covered
UNUM INSURANCE COMPANYpremiums n/a · 44 covered
REGENCE BLUE CROSS BLUE SHIELD OF OREGON · health ppopremiums n/a · 466 covered
UNUM INSURANCE COMPANYpremiums n/a · 49 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 295 covered
VISION SERVICE PLAN · visionpremiums n/a · 278 covered
Brokers & agents paid · 20253
THE PARTNERS GROUP$154,303 · incl $15,546 fees
THE PARTNERS GROUP LLC$4,851 · incl $449 fees
DAVIDSON BENEFITS PLANNING$390 · incl $46 fees
Also brokered by The Partners Group5

Why are you looking at this plan?

More

Source: DOL Form 5500 Schedule A, plan year 2025, EIN 930788869 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.