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Sponsor portfolio

OPTIMAE LIEFSERVICES INC

EIN 42-1287333-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$5.9M assets
Welfare
1
$5.7M premiums
Participants
2,400
2201 WEST JEFFERSON AVE - FAIRFIELD, IA 525564232641-472-1684LinkedIn501-1000 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$5.9M - 1,300 part#501Mixed-$5.7M - 1,100 lives

Benefits portfolio analytics

1 plan / $5.7M premiums / 1,100 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.9M
  • Other$416K
  • Life$321K
  • Dental$220K
  • Long-term disability$185K
  • Vision$99K
Total $5.7M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • SUN LIFE ASSURANCE COMPANY OF CANADA7%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY2%
Total $5.7M3 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • THE ACCEL GROUP LLC90%
  • CENTROL BENEFITS RESEARCH LLC10%
Total $44K2 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

OPTIMAE LIFESERVICES, INC. SAVINGS AND INVESTMENT PLAN

401k

Assets$5.9M
Participants1,300
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OPTIMAE LIFESERVICES HEALTH, DENTAL, VISION, HEALTH & DEPENDENT CARE FSA, LIFE AND AD&D, SHORT TERM AND LONG TERM DISABILITY WF PLAN

Mixed - WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA

Premiums$5.7M
Covered lives1,100
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OPTIMAE LIFESERVICES, INC. SAVINGS AND INVESTMENT PLAN401k$5.9M1,3002025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OPTIMAE LIFESERVICES HEALTH, DENTAL, VISION, HEALTH & DEPENDENT CARE FSA, LIFE AND AD&D, SHORT TERM AND LONG TERM DISABILITY WF PLANMixedWELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA$5.7M1,1002025
Retirement plans
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