Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$70K
- Short-term disability$70K
- Long-term disability$70K
- Other$70K
Sponsor portfolio
OPTCONNECT MANAGEMENT, LLC
EIN 35-2432402Real Estate and Rental and LeasingLatest filing 2025
Plans
2
Retirement
1
$8.5M assets
Welfare
1
$70K premiums
Participants
222
865 WEST 450 NORTH, SUITE 1 - KAYSVILLE, UT 84037801-444-5958
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $70K premiums / 101 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- SUN LIFE ASSURANCE COMPANY OF CANADA100%
Broker market share
Schedule A broker compensation
73%top
- LOCKTON COMPANIES, LLC73%
- PROFESSIONAL GROUP PLANS INC27%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
OPTCONNECT MANAGEMENT, LLC RETIREMENT PLAN
401k
Assets$8.5M
Participants119
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
OPTCONNECT MANAGEMENT, LLC WELFARE BENEFIT PLAN
Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$70K
Covered lives101
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | OPTCONNECT MANAGEMENT, LLC RETIREMENT PLAN | 401k | $8.5M | 119 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | OPTCONNECT MANAGEMENT, LLC WELFARE BENEFIT PLAN | Fully Insured | SUN LIFE ASSURANCE COMPANY OF CANADA | $70K | 101 | 2025 |
Retirement plans
Welfare plans