Form 5500 · Employee benefit plan · SAN CARLOS, CA
OPORTUN
OPORTUN of SAN CARLOS, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is DIGITAL INSURANCE LLC. Coverage is written through AETNA LIFE INSURANCE CO. and 8 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-3386325 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| AETNA LIFE INSURANCE CO. | Health | 734 | December | $150,362 |
| PRINCIPAL LIFE INSURANCE COMPANY | Life, Disability | 683 | December | $28,218 |
| KAISER FOUNDATION HEALTH PLAN INC | Health | 147 | December | $26,106 |
| KAISER FOUNDATION HEALTH PLAN INC | Health | 138 | December | $20,975 |
| PRINCIPAL LIFE INSURANCE COMPANY | Dental | 1,112 | December | $16,491 |
| TRANSAMERICA LIFE INSURANCE COMPANY | — | 250 | December | $7,520 |
| ZURICH AMERICAN INSURANCE COMPANY | — | 668 | December | $668 |
| VISION SERVICE PLAN | Vision | 486 | December | $0 |
| CONCERN EAP | — | 685 | December | $0 |
Questions
Who is OPORTUN's benefits broker?
Per its most recent Form 5500 Schedule A, OPORTUN's broker of record is DIGITAL INSURANCE LLC.
What insurance carrier does OPORTUN use?
OPORTUN's benefit plan is written through AETNA LIFE INSURANCE CO., among 9 disclosed carriers.
When does OPORTUN's group plan renew?
The most recent Schedule A policy period for OPORTUN ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from OPORTUN's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.