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Sponsor portfolioTH

OPTIMA, INC.

EIN 36-2964007-real estate-Latest filing 2025
Plans
3
Retirement
1
$9.3M assets
Welfare
2
$1.5M premiums
Participants
341
630 VERNON AVE STE E - GLENCOE, IL 600221684845-835-8400optima.incLinkedIn51-200 employeesreal estate
Plans on this EIN
3 filings
#001401k-$9.3M - 114 part#501Mixed-$1.5M - 156 lives#001Self Funded-0 lives

Benefits portfolio analytics

2 plans / $1.5M premiums / 156 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Dental$1.3M
  • Other$115K
  • Life$95K
  • Short-term disability$95K
  • Long-term disability$95K
Total $1.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • METROPOLITAN LIFE INSURANCE COMPANY6%
  • DEARBORN LIFE INSURANCE COMPANY1%
Total $1.5M3 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • HYLANT GROUP INC76%
  • THE HORTON GROUP32%
  • CENTRO BENEFITS RESEARCH LLC5%
  • WILLIA OF OHIO-2%
  • WILLIS TOWERS WATSON US LLC-11%
Total $77K5 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

OPTIMA, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$9.3M
Participants114
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OPTIMA,INC. EMPLOYEE BENEFITS PLAN

Mixed - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$1.5M
Covered lives156
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#001

OPTIMA, INC. 401(K) PROFIT SHARING PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OPTIMA, INC. 401(K) PROFIT SHARING PLAN401k$9.3M1142024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OPTIMA,INC. EMPLOYEE BENEFITS PLANMixedBLUECROSS BLUESHIELD OF ILLINOIS$1.5M1562025
001OPTIMA, INC. 401(K) PROFIT SHARING PLANSelf Funded-$002024
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