Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$416K
- Dental$194K
- Long-term disability$37K
- Vision$30K
- Life$17K
Sponsor portfolio
OPTIMAX SYSTEMS, INC.
EIN 16-1399834defense & spaceLatest filing 2025
Plans
2
Retirement
1
$34.7M assets
Welfare
1
$693K premiums
Participants
971
6367 DEAN PARKWAY - ONTARIO, NY 14519585-265-1020optimaxsi.comLinkedIn201-500 employeesdefense & space
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $693K premiums / 443 covered livesCarrier market share
Premium dollars by Schedule A carrier
71%top
- BLUE CROSS OF CALIFORNIA71%
- UNITED OF OMAHA LIFE INSURANCE COMPANY21%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA4%
- COMPANION LIFE INSURANCE COMPANY2%
- AFLAC1%
Broker market share
Schedule A broker compensation
94%top
- TITAN INS & EMPLOYEE BENEFITS94%
- STEALTH PARTNER GROUP LLC5%
- USB HEALTH LLC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
OPTIMAX SYSTEMS, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$34.7M
Participants528
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
OPTIMAX SYSTEMS, INC. WELFARE BENEFIT PLAN
Mixed - EXCELLUS BLUE CROSS BLUE SHIELD
Premiums$693K
Covered lives443
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | OPTIMAX SYSTEMS, INC. 401(K) PROFIT SHARING PLAN | 401k | $34.7M | 528 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | OPTIMAX SYSTEMS, INC. WELFARE BENEFIT PLAN | Mixed | EXCELLUS BLUE CROSS BLUE SHIELD | $693K | 443 | 2025 |
Retirement plans
Welfare plans