OEI, Inc.
Overview
OEI, Inc. sponsors a self-funded health plan that covered 1,727 participants in plan year 2025, up 10% from the prior year. The plan year starts in January. Alongside medical, its benefits filing reports life insurance, dental, vision, short-term disability, and more.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 1,727 · prior year 1,574
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- OEI, Inc. Health Care Plan, plan 505 (1,727 participants)
- Broker compensation
- $351K across insured contracts
Insurance carriers
Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.
| Carrier | Coverage | Covered | Premium | Broker comp |
|---|---|---|---|---|
| United of Omaha Life Insurance Company | Life, Long-term disability, Short-term disability | 2,134 | $1.3M | $282K |
| Ameritas Life Insurance Corp. | Vision | 3,258 | $311K | $13K |
| American Heritage Life Insurance Company | Medical | 589 | $242K | $55K |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 1,727 participants × $2,371 national average per member. Usually higher once dependents are counted.
Typical savings opportunity found in independent reviews of plans this size.
Form 5500 filing details
- Filing
- Form 5500 with Schedule A, plan year 2025
- Plan sponsor
- OEI, Inc.
- Sponsor EIN
- 47-0532319
- Plan number
- 505
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 47-0532319 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Olsson, Inc. 401(k) Profit Sharing Plan
- Type
- 401(k) plan
- Participants
- 2,798
About this data
Source: OEI, Inc.'s Form 5500 filing for plan year 2025 and its Schedule A insurance reports, published by the U.S. Department of Labor. "Self-funded" means the filing reports benefits paid from employer assets or a trust, with no medical insurance contract or with a stop-loss contract. Pharmacy figures are StreamRX estimates based on national averages. StreamRX is not affiliated with OEI, Inc..