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
Sponsor portfolio
OPTIMIZELY NORTH AMERICA INC.
EIN 02-0497493Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
1
$91.6M assets
Welfare
1
$8.1M premiums
Participants
1,466
20 TRAFALGAR SQ UNIT 200 - NASHUA, NH 03063603-594-0249
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $8.1M premiums / 853 covered livesCarrier market share
Premium dollars by Schedule A carrier
86%top
- ANTHEM LIFE INSURANCE COMPANY86%
- METROPOLITAN LIFE INSURANCE COMPANY14%
- KAISER FOUNDATION HEALTH PLAN INC1%
Broker market share
Schedule A broker compensation
81%top
- DIGITAL INSURANCE LLC81%
- CENTRO BENEFITS RESEARCH LLC13%
- ALIGHT SOLUTIONS6%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
OPTIMIZELY 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$91.6M
Participants949
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#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
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | OPTIMIZELY 401(K) PROFIT SHARING PLAN & TRUST | 401k | $91.6M | 949 | 2025 |
Welfare plans1
| 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 |
Retirement plans
Welfare plans