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Sponsor portfolio

OPTIMA MACHINERY CORPORATION

EIN 39-1534738-machinery-Latest filing 2025
Plans
2
Retirement
1
$20.2M assets
Welfare
1
$259K premiums
Participants
343
1330 CONTRACT DRIVE - GREEN BAY, WI 54304920-983-3132optima-usa.comLinkedIn51-200 employeesmachinery
Plans on this EIN
2 filings
#001401k-$20.2M - 172 part#501Mixed-$259K - 170 lives

Benefits portfolio analytics

1 plan / $259K premiums / 170 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$133K
  • Short-term disability$133K
  • Long-term disability$133K
  • Other$133K
  • Dental$113K
  • Vision$13K
Total $259K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • HARTFORD LIFE AND ACCIDENT51%
  • DELTA DENTAL OF CALIFORNIA44%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY5%
Total $259K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • 5GBENEFITS LLC100%
Total $20K1 slice

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 CORPORATION RETIREMENT PLAN

401k

Assets$20.2M
Participants172
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OPTIMA MACHINERY USA CORPORATION WELFARE BENEFIT PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$259K
Covered lives170
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OPTIMA CORPORATION RETIREMENT PLAN401k$20.2M1722025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OPTIMA MACHINERY USA CORPORATION WELFARE BENEFIT PLANMixedHARTFORD LIFE AND ACCIDENT$259K1702025
Retirement plans
Welfare plans
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