PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. OPTION CARE HEALTH, INC.
Sponsor portfolio

OPTION CARE HEALTH, INC.

EIN 68-0208702-hospital & health care-Latest filing 2024
Plans
2
Retirement
1
$412.6M assets
Welfare
1
$8.1M premiums
Participants
16,546
3000 LAKESIDE DRIVE SUITE 300N - BANNOCKBURN, IL 60015800-879-6137optioncarehealth.comLinkedIn5001-10000 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$412.6M - 9,731 part#506Mixed-$8.1M - 5,901 lives

Benefits portfolio analytics

1 plan / $8.1M premiums / 5,901 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.7M
  • Prescription drug$3.7M
  • Other$2.5M
  • Life$1.4M
  • Long-term disability$1.1M
  • Vision$840K
Total $8.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
44%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA44%
  • KAISER FOUNDATION HEALTH PLAN INC43%
  • VISION SERVICE PLAN10%
  • HAWAII MEDICAL SERVICE ASSOCIATION3%
Total $8.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • MERCER HEALTH AND BENEFITS, LLC85%
  • LOCKTON COMPANIES, LLC15%
Total $413K2 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

OPTION CARE HEALTH 401(K) PLAN

401k

Assets$412.6M
Participants9,731
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

OPTION CARE HEALTH, INC. HEALTH AND WELFARE PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$8.1M
Covered lives5,901
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OPTION CARE HEALTH 401(K) PLAN401k$412.6M9,7312024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506OPTION CARE HEALTH, INC. HEALTH AND WELFARE PLANMixedKAISER FOUNDATION HEALTH PLAN, INC.$8.1M5,9012024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica