Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$21.2M
- Prescription drug$21.2M
- Dental$1.9M
- Other$449K
- Life$389K
- Vision$317K
- +2 more
Sponsor portfolio
OPTIMUM EMPLOYER SOLUTIONS
EIN 76-0828248Latest filing 2025
Plans
2
Retirement
1
$118.2M assets
Welfare
1
$24.1M premiums
Participants
5,873
2530 RED HILL AVE., SUITE 200 - SANTA ANA, CA 92705949-650-7802
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $24.1M premiums / 3,358 covered livesCarrier market share
Premium dollars by Schedule A carrier
77%top
- BLUE CROSS OF CALIFORNIA77%
- KAISER FOUNDATION HEALTH PLAN INC10%
- METROPOLITAN LIFE INSURANCE COMPANY6%
- RELIANCE STANDARD LIFE INSURANCE COMPANY4%
- ANTHEM LIFE INSURANCE COMPANY1%
- +2 more
Broker market share
Schedule A broker compensation
100%top
- HUB INTERNATIONAL MIDWEST LIMITED100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
OPTIMUM EMPLOYER SOLUTIONS RETIREMENT PLAN
401k
Assets$118.2M
Participants2,407
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
OPTIMUM EMPLOYER SOLUTIONS WELFARE BENEFITS PLAN
Fully Insured - BLUE CROSS OF CALIFORNIA
Premiums$24.1M
Covered lives3,358
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | OPTIMUM EMPLOYER SOLUTIONS RETIREMENT PLAN | 401k | $118.2M | 2,407 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | OPTIMUM EMPLOYER SOLUTIONS WELFARE BENEFITS PLAN | Fully Insured | BLUE CROSS OF CALIFORNIA | $24.1M | 3,358 | 2025 |
Retirement plans
Welfare plans