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  2. OPTUM MEDICAL SERVICES, P.C.
Sponsor portfolioTH

OPTUM MEDICAL SERVICES, P.C.

EIN 45-3866363-medical practice-Latest filing 2024
Plans
2
Retirement
1
$613.0M assets
Welfare
1
$54.3M premiums
Participants
7,157
6022 BLUE CIRCLE DRIVE, MN103-0300 - MINNETONKA, MN 55343952-936-1300LinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$613.0M - 4,421 part#501Mixed-$54.3M - 6,413 lives

Benefits portfolio analytics

1 plan / $54.3M premiums / 6,413 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$49.6M
  • Dental$47.3M
  • Vision$47.3M
  • Other$2.6M
  • Life$2.6M
  • Prescription drug$2.3M
  • +1 more
Total $54.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • UNITEDHEALTHCARE INSURANCE COMPANY96%
  • HARTFORD LIFE AND ACCIDENT4%
  • ACE AMERICAN INSURANCE COMPANY0%
Total $54.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • LOCKTON COMPANIES, LLC98%
  • AMERICAN BENEFITS & COMP SYSTEMS2%
  • MERCER HEALTH AND BENEFITS, LLC0%
Total $769K3 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

OPTUM PARTNER SERVICES 401(K) SAVINGS PLAN

401k

Assets$613.0M
Participants4,421
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OPTUM PARTNER SERVICES HEALTH AND WELFARE BENEFITS PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$54.3M
Covered lives6,413
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OPTUM PARTNER SERVICES 401(K) SAVINGS PLAN401k$613.0M4,4212024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OPTUM PARTNER SERVICES HEALTH AND WELFARE BENEFITS PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$54.3M6,4132024
Retirement plans
Welfare plans
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