Form 5500 · Employee benefit plan · SOUTH PORTLAND, ME
THE OPPORTUNITY ALLIANCE
THE OPPORTUNITY ALLIANCE of SOUTH PORTLAND, ME files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through HARVARD PILGRIM HEALTH CARE and 4 other carriers. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 01-0274725 · plan 513 · as of Aug 2026
Plan brief
Schedule A lists 5 insured contracts covering health, dental, vision, life and disability; the largest, with HARVARD PILGRIM HEALTH CARE, covers 415 people.
Reported premium across the insured contracts is $4,754,130, with $92,832 in disclosed broker commissions — about 2% of premium.
The most recent policy period ended in June, and the plan year ends June 30. Group contracts typically renew on that annual cycle.
USI INSURANCE SERVICES LLC is the broker of record on all 5 contracts.
5 carriers appear on the filing — HARVARD PILGRIM HEALTH CARE, HPHC INSURANCE COMPANY, DELTA DENTAL PLAN OF MAINE and HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY among them — with HARVARD PILGRIM HEALTH CARE writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| HARVARD PILGRIM HEALTH CARE | Health | 415 | June | $3,766,569 | $62,917 |
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY | Life, Disability | 398 | June | $277,040 | $12,409 |
| DELTA DENTAL PLAN OF MAINE | Dental | 488 | June | $286,124 | $8,624 |
| HPHC INSURANCE COMPANY | Health | 40 | June | $402,840 | $6,723 |
| EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | Vision | 323 | June | $21,557 | $2,159 |
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