Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.7M
- Dental$1.7M
- Vision$1.7M
- Prescription drug$1.7M
- Life$110K
- Short-term disability$110K
- +2 more
Sponsor portfolio
OPTIMIZERX CORPORATION
EIN 26-1265381health, wellness and fitnessLatest filing 2025
Plans
2
Retirement
1
$13.2M assets
Welfare
1
$1.8M premiums
Participants
270
7640 DIXIE HIHGWAY, SUITE 175 - CLARKSTON, MI 48346248-653-5974optimizerx.comLinkedIn51-200 employeeshealth, wellness and fitness
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.8M premiums / 250 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- BLUE CROSS OF CALIFORNIA94%
- UNITED OF OMAHA LIFE INSURANCE COMPANY6%
Broker market share
Schedule A broker compensation
72%top
- KATHERINE HENRY72%
- NFP INSURANCE SERVICES INC28%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
OPTIMIZERX CORPORATION 401(K) PROFIT SHARING PLAN
401k
Assets$13.2M
Participants161
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
OPTIMIZERX CORPORATION
Fully Insured - BLUE CROSS BLUE SHIELD OF MICHIGAN
Premiums$1.8M
Covered lives250
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | OPTIMIZERX CORPORATION 401(K) PROFIT SHARING PLAN | 401k | $13.2M | 161 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | OPTIMIZERX CORPORATION | Fully Insured | BLUE CROSS BLUE SHIELD OF MICHIGAN | $1.8M | 250 | 2025 |
Retirement plans
Welfare plans