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Form 5500 · Employee benefit plan · CHICAGO, IL

OPPORTUNITY FINANCIAL LLC DBA OPPFI

OPPORTUNITY FINANCIAL LLC DBA OPPFI'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 BLUECROSS BLUESHIELD OF ILLINOIS and 2 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 27-1061911 · plan 501 · as of Jul 2026

Participants
458
Carriers on file
3
Disclosed commissions
$168,823
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
BLUECROSS BLUESHIELD OF ILLINOISHealth, Dental598December$118,236
DEARBORN LIFE INSURANCE COMPANYLife, Disability496December$47,837
EYEMED VISION CAREVision527December$2,750

Questions

Who is OPPORTUNITY FINANCIAL LLC DBA OPPFI's benefits broker?

Per its most recent Form 5500 Schedule A, OPPORTUNITY FINANCIAL LLC DBA OPPFI's broker of record is MARSH & MCLENNAN AGENCY LLC.

What insurance carrier does OPPORTUNITY FINANCIAL LLC DBA OPPFI use?

OPPORTUNITY FINANCIAL LLC DBA OPPFI's benefit plan is written through BLUECROSS BLUESHIELD OF ILLINOIS, among 3 disclosed carriers.

When does OPPORTUNITY FINANCIAL LLC DBA OPPFI's group plan renew?

The most recent Schedule A policy period for OPPORTUNITY FINANCIAL LLC DBA OPPFI ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from OPPORTUNITY FINANCIAL LLC DBA OPPFI's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.