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Sponsor portfolio

OPTICA

EIN 53-0259696-events services-Latest filing 2025
Plans
2
Retirement
1
$67.4M assets
Welfare
1
$1.6M premiums
Participants
524
2010 MASSACHUSETTS AVENUE, NW - WASHINGTON, DC 20036202-223-8130opticsexpress.orgLinkedIn1-10 employeesevents services
Plans on this EIN
2 filings
#001403b-$67.4M - 385 part#502Fully Insured-$1.6M - 217 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 217 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Dental$1.4M
  • Prescription drug$1.4M
  • Life$181K
  • Short-term disability$181K
  • Long-term disability$181K
  • +2 more
Total $1.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • BLUE CROSS OF CALIFORNIA87%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY11%
  • VISION SERVICE PLAN1%
Total $1.6M3 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • RCM&D INC.92%
  • AMWINS8%
Total $134K2 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

OPTICAL SOCIETY OF AMERICA DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$67.4M
Participants385
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

OPTICA GROUP WELFARE BENEFITS PLAN

Fully Insured - CAREFIRST BLUECHOICE, INC.

Premiums$1.6M
Covered lives217
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OPTICAL SOCIETY OF AMERICA DEFINED CONTRIBUTION RETIREMENT PLAN403b$67.4M3852024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502OPTICA GROUP WELFARE BENEFITS PLANFully InsuredCAREFIRST BLUECHOICE, INC.$1.6M2172025
Retirement plans
Welfare plans
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