Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.8M
- Life$1.6M
- Long-term disability$1.6M
- Vision$242K
Sponsor portfolio
OPTIV SECURITY INC.
EIN 43-1806449Latest filing 2025
Plans
2
Retirement
1
$263.2M assets
Welfare
1
$2.0M premiums
Participants
4,518
1144 15TH STREET, SUITE 2900 - DENVER, CO 80202303-298-0600
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.0M premiums / 1,594 covered livesCarrier market share
Premium dollars by Schedule A carrier
80%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY80%
- VISION SERVICE PLAN12%
- TRUSTMARK INSURANCE COMPANY3%
- METROPOLITAN LIFE INSURANCE COMPANY3%
- HEALTH ADVOCATE SOLUTIONS, INC.1%
- +1 more
Broker market share
Schedule A broker compensation
95%top
- LOCKTON COMPANIES, LLC95%
- WILLIS TOWERS WATSON US LLC2%
- RUTH LARKIN1%
- LTCI PARTNERS LLC1%
- JERRY MANNING1%
- +1 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
OPTIV SECURITY INC. 401(K) RETIREMENT SAVING PLAN
401k
Assets$263.2M
Participants2,740
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506
OPTIV SECURITY EMPLOYEE BENEFITS PLAN
Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$2.0M
Covered lives1,594
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | OPTIV SECURITY INC. 401(K) RETIREMENT SAVING PLAN | 401k | $263.2M | 2,740 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 506 | OPTIV SECURITY EMPLOYEE BENEFITS PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2.0M | 1,594 | 2025 |
Retirement plans
Welfare plans