Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.7M
- Prescription drug$2.7M
- Dental$2.5M
- Vision$2.5M
- Life$136K
- Other$136K
- +2 more
Sponsor portfolio
OPTIMA TAX RELIEF, LLC
EIN 27-2793788financial servicesLatest filing 2025
Plans
2
Retirement
1
$15.9M assets
Welfare
1
$2.8M premiums
Participants
854
6 HUTTON CENTRE DRIVE, SUITE 200 - SANTA ANA, CA 92707800-536-0734optimataxrelief.comLinkedIn501-1000 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.8M premiums / 717 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- UNITEDHEALTHCARE INSURANCE COMPANY90%
- KAISER FOUNDATION HEALTH PLAN INC5%
- HARTFORD LIFE AND ACCIDENT4%
- ANTHEM LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
100%top
- THE BALDWIN GROUP WEST LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
OPTIMA TAX RELIEF, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$15.9M
Participants454
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
OPTIMA TAX RELIEF, LLC HEALTH AND WELFARE PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$2.8M
Covered lives717
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | OPTIMA TAX RELIEF, LLC 401(K) PROFIT SHARING PLAN | 401k | $15.9M | 454 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | OPTIMA TAX RELIEF, LLC HEALTH AND WELFARE PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $2.8M | 717 | 2025 |
Retirement plans
Welfare plans