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Sponsor portfolio

OPTOMI, LLC

EIN 30-0747677-information technology and services-Latest filing 2025
Plans
2
Retirement
1
$12.3M assets
Welfare
1
$6.2M premiums
Participants
4,933
1 GLENLAKE PARKWAY, SUITE 1250 - ATLANTA, GA 30328678-372-0030optomi.comLinkedIn501-1000 employeesinformation technology and services
Plans on this EIN
2 filings
#001401k-$12.3M - 2,907 part#501Fully Insured-$6.2M - 2,041 lives

Benefits portfolio analytics

1 plan / $6.2M premiums / 2,041 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$5.6M
  • Health$5.1M
  • Prescription drug$5.1M
  • Other$1.0M
  • Vision$545K
  • Life$542K
  • +2 more
Total $6.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • ANTHEM LIFE INSURANCE COMPANY9%
  • VISION SERVICE PLAN1%
Total $6.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
51%top
  • USI INSURANCE SERVICES LLC51%
  • ASSUREDPARTNERS49%
Total $54K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

OPTOMI, LLC 401(K) PLAN

401k

Assets$12.3M
Participants2,907
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OPTOMI, LLC WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF ALABAMA

Premiums$6.2M
Covered lives2,041
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OPTOMI, LLC 401(K) PLAN401k$12.3M2,9072024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OPTOMI, LLC WELFARE BENEFIT PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF ALABAMA$6.2M2,0412025
Retirement plans
Welfare plans
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