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  • Benefits analytics
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Filings through Oct 24, 2026.

Optimum Employer Solutions

EIN 76-0828248-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
1
$155.9M assets
Health & Benefits
1
$24.1M premiums
Participants
6,962
2530 RED HILL AVE, SUITE 200 - SANTA ANA, CA 92705949-650-7802
Plans on this EIN
2 filings
#001401(k)-$155.9M - 3,496 part#501Fully insured-$24.1M - 3,358 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $24.1M premiums / 3,358 covered lives

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
Total $24.1M8 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

OPTIMUM EMPLOYER SOLUTIONS RETIREMENT PLAN

401(k)

Assets$155.9M
Participants3,496
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

OPTIMUM EMPLOYER SOLUTIONS WELFARE BENEFITS PLAN

Fully insured - BLUE CROSS OF CALIFORNIA

Premiums$24.1M
Covered lives3,358
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001OPTIMUM EMPLOYER SOLUTIONS RETIREMENT PLAN401(k)$155.9M3,4962025
  • OPTIMUM EMPLOYER SOLUTIONS RETIREMENT PLAN$155.9M
    #001 · 401(k) · 20253,496

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501OPTIMUM EMPLOYER SOLUTIONS WELFARE BENEFITS PLANFully insuredBLUE CROSS OF CALIFORNIA$24.1M3,3582025
  • OPTIMUM EMPLOYER SOLUTIONS WELFARE BENEFITS PLAN$24.1M
    #501 · Fully insured · BLUE CROSS OF CALIFORNIA · 20253,358
Retirement plans
Health & Benefits plans

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  2. Plan summaries
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