Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$7.1M
- Prescription drug$7.0M
- Other$1.1M
- Dental$1.1M
- Vision$1.1M
- Life$1.1M
- +2 more
Filings through .
Optimizely North America Inc.
EIN 02-0497493Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
1
$91.6M assets
Health & Benefits
1
$8.1M premiums
Participants
1,466
20 TRAFALGAR SQ UNIT 200 - NASHUA, NH 03063603-594-0249
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $8.1M premiums / 853 covered lives
See carrier and broker market share with Pro.
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- Top carriers and their premium share
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
OPTIMIZELY 401(K) PROFIT SHARING PLAN & TRUST
401(k)
Assets$91.6M
Participants949
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
OPTIMIZELY NORTH AMERICA, INC. EMPLOYEE WELFARE BENEFIT PLAN
Fully insured - MATTHEW THORNTON HEALTH PLAN, INC. / ANTHEM HEALTH PLANS OF NH
Premiums$8.1M
Covered lives853
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | OPTIMIZELY 401(K) PROFIT SHARING PLAN & TRUST | 401(k) | $91.6M | 949 | 2025 |
- #001 · 401(k) · 2025949
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | OPTIMIZELY NORTH AMERICA, INC. EMPLOYEE WELFARE BENEFIT PLAN | Fully insured | MATTHEW THORNTON HEALTH PLAN, INC. / ANTHEM HEALTH PLANS OF NH | $8.1M | 853 | 2025 |
- #501 · Fully insured · MATTHEW THORNTON HEALTH PLAN, INC. / ANTHEM HEALTH PLANS OF NH · 2025853
Retirement plans
Health & Benefits plans