OpenERISA

The Opportunity Tree

Phoenix, AZ, 85008

EIN 86-0180419
Plans
2
Total participants
2,511
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
624310

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001The Opportunity Tree 401(K) Plan320
2024Form 5500501The Opportunity Tree Health And Welfare Benefit Plan242
2023Form 5500-SF001The Opportunity Tree 401(K) Plan316
2023Form 5500501The Opportunity Tree Health And Welfare Benefit Plan261
2022Form 5500001The Opportunity Tree 401(K) Plan216
2022Form 5500501The Opportunity Tree Health And Welfare Benefit Plan272
2021Form 5500001The Opportunity Tree 401(K) Plan270
2020Form 5500001The Opportunity Tree 401(K) Plan238
2020Form 5500501The Opportunity Tree Health And Welfare Benefit Plan376

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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