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  2. OPTIVER SERVICES US LLC
Sponsor portfolio

OPTIVER SERVICES US LLC

EIN 84-4498918-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
1
$153.6M assets
Welfare
1
$308K premiums
Participants
1,312
130 EAST RANDOLPH, SUITE 1300 - CHICAGO, IL 60601312-821-9500
Plans on this EIN
2 filings
#001401k-$153.6M - 765 part#501Mixed-$308K - 552 lives

Benefits portfolio analytics

1 plan / $308K premiums / 552 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$308K
  • Life$308K
  • Long-term disability$308K
  • Other$308K
Total $308K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $308K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $44K1 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

OPTIVER 401(K) PLAN

401k

Assets$153.6M
Participants765
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OPTIVER US LLC HEALTH AND WELFARE BENEFITS PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$308K
Covered lives552
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OPTIVER 401(K) PLAN401k$153.6M7652024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OPTIVER US LLC HEALTH AND WELFARE BENEFITS PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$308K5522024
Retirement plans
Welfare plans
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