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Sponsor portfolio

OPTALIS PROFESSIONAL SERVICES, LLC

EIN 84-2318500-Latest filing 2025
Plans
2
Retirement
1
$32.1M assets
Welfare
1
$3.3M premiums
Participants
8,145
25500 MEADOWBROOK ROAD, SUITE 230 - NOVI, MI 48375248-692-4355
Plans on this EIN
2 filings
#001401k-$32.1M - 4,376 part#501Mixed-$3.3M - 5,365 lives

Benefits portfolio analytics

1 plan / $3.3M premiums / 5,365 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.3M
  • Dental$2.9M
  • Vision$2.9M
  • Life$2.9M
  • Short-term disability$2.9M
  • Long-term disability$2.9M
Total $3.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • METROPOLITAN LIFE INSURANCE COMPANY100%
Total $3.3M1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MODI FINANCIAL100%
Total $466K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

OPTALIS PROFESSIONAL SERVICES, LLC 401(K) PLAN

401k

Assets$32.1M
Participants4,376
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OPTALIS PROFESSIONAL SERVICES, LLC WELFARE BENEFIT PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$3.3M
Covered lives5,365
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OPTALIS PROFESSIONAL SERVICES, LLC 401(K) PLAN401k$32.1M4,3762024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OPTALIS PROFESSIONAL SERVICES, LLC WELFARE BENEFIT PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$3.3M5,3652025
Retirement plans
Welfare plans
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