Sponsor portfolio

OPTIMUS STEEL, LLC

EIN 82-4229324constructionLatest filing 2025

Plans

Retirement

$25.5M assets

Welfare

$7.9M premiums

Participants

859

25219 KUYKENDAHL RD, STE 290 - THE WOODLANDS, TX 77375409-769-1002optimus-steelusa.comLinkedIn201-500 employeesconstruction

Plans on this EIN

3 filings

#002401k-$13.8M - 336 part #001TraditionalDB-$11.7M - 134 part #501Fully Insured-$7.9M - 904 lives

Retirement portfolio analytics

2 plans aggregated / $25.5M assets / 470 participants

Assets by plan

Share of aggregate retirement assets

54%top

Participants by plan

Active + retired + deferred vested

Benefits portfolio analytics

1 plan / $7.9M premiums / 904 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Health$6.8M
Prescription drug$6.8M
Life$791K
Short-term disability$791K
Long-term disability$791K
Other$791K
+2 more

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

86%top

BLUE CROSS OF CALIFORNIA86%
PRUDENTIAL INSURANCE COMPANY OF AMERICA10%
UNITED CONCORDIA INSURANCE COMPANY4%
VISION SERVICE PLAN1%

Broker market share

Schedule A broker compensation

Split broker

100%top

USI INSURANCE SERVICES LLC100%
IMG0%

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.

Retirement#002

OPTIMUS STEEL 401(K) PLAN

401k

Assets$13.8M

Participants336

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Retirement#001

OPTIMUS STEEL PENSION PLAN

TraditionalDB

Assets$11.7M

Participants134

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#501