Form 5500 · Employee benefit plan · HOUSTON, TX
OPPORTUNE LLP
OPPORTUNE LLP's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is MARSH & MCLENNAN AGENCY LLC. Coverage is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY and 5 other carriers. The plan's most recent policy period ended in February.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-2958287 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Dental | 219 | February | $16,725 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 258 | February | $14,318 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 109 | February | $8,657 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 258 | February | $7,490 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 258 | February | $2,998 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Vision | 234 | February | $2,883 |
Questions
Who is OPPORTUNE LLP's benefits broker?
Per its most recent Form 5500 Schedule A, OPPORTUNE LLP's broker of record is MARSH & MCLENNAN AGENCY LLC.
What insurance carrier does OPPORTUNE LLP use?
OPPORTUNE LLP's benefit plan is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, among 6 disclosed carriers.
When does OPPORTUNE LLP's group plan renew?
The most recent Schedule A policy period for OPPORTUNE LLP ended in February. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from OPPORTUNE LLP's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.