Form 5500 · Employee benefit plan · SOUTH PORTLAND, ME
OPPORTUNITY ALLIANCE
Public Form 5500 records show how OPPORTUNITY ALLIANCE (SOUTH PORTLAND, ME) structures its employee benefits. Its broker of record is LPL FINANCIAL CORPORATION. Coverage is written through VOYA RETIREMENT INSURANCE AND ANNUITY CO. and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 01-0274725 · plan 001 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE AND ANNUITY CO. | — | 2 | December | $36 |
| EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA | — | 109 | December | $0 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 21 | December | $0 |
Questions
Who is OPPORTUNITY ALLIANCE's benefits broker?
Per its most recent Form 5500 Schedule A, OPPORTUNITY ALLIANCE's broker of record is LPL FINANCIAL CORPORATION.
What insurance carrier does OPPORTUNITY ALLIANCE use?
OPPORTUNITY ALLIANCE's benefit plan is written through VOYA RETIREMENT INSURANCE AND ANNUITY CO., among 3 disclosed carriers.
When does OPPORTUNITY ALLIANCE's group plan renew?
The most recent Schedule A policy period for OPPORTUNITY ALLIANCE ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from OPPORTUNITY ALLIANCE's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.