Form 5500 · Employee benefit plan · PHOENIX, AZ
THE OPPORTUNITY TREE
THE OPPORTUNITY TREE of PHOENIX, AZ files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is BROWN & BROWN INS OF ARIZONA INC. Coverage is written through UNITED HEALTHCARE INSURANCE COMPANY and 3 other carriers. The plan's most recent policy period ended in July.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 86-0180419 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITED HEALTHCARE INSURANCE COMPANY | Health, Dental, Vision | 338 | July | $5,394 |
| METROPOLITAN LIFE INSURANCE COMPANY | — | 34 | July | $2,662 |
| METROPOLITAN LIFE INSURANCE COMPANY | Health | 59 | July | $1,783 |
| METROPOLITAN LIFE INSURANCE COMPANY | Life | 242 | July | $0 |
Questions
Who is THE OPPORTUNITY TREE's benefits broker?
Per its most recent Form 5500 Schedule A, THE OPPORTUNITY TREE's broker of record is BROWN & BROWN INS OF ARIZONA INC.
What insurance carrier does THE OPPORTUNITY TREE use?
THE OPPORTUNITY TREE's benefit plan is written through UNITED HEALTHCARE INSURANCE COMPANY, among 4 disclosed carriers.
When does THE OPPORTUNITY TREE's group plan renew?
The most recent Schedule A policy period for THE OPPORTUNITY TREE ended in July. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from THE OPPORTUNITY TREE's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.