Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.2M
- Vision$2.2M
- Prescription drug$2.2M
- Dental$91K
- Life$50K
- Long-term disability$50K
Sponsor portfolio
OPTO 22
EIN 95-2896389industrial automationLatest filing 2025
Plans
2
Retirement
1
$22.4M assets
Welfare
1
$2.3M premiums
Participants
273
43044 BUSINESS PARK DRIVE - TEMECULA, CA 925903614951-695-3000opto22.comLinkedIn201-500 employeesindustrial automation
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.3M premiums / 133 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- KAISER FOUNDATION HEALTH PLAN INC94%
- STANDARD INSURANCE COMPANY4%
- UNITED OF OMAHA LIFE INSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
100%top
- GALLAGHER BENEFIT SERVICES, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
OPTO 22 MONEY PURCHASE PENSION PLAN AND TRUST
MoneyPurchase
Assets$22.4M
Participants140
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#522
OPTO 22 EMPLOYEE BENEFITS PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN INC
Premiums$2.3M
Covered lives133
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | OPTO 22 MONEY PURCHASE PENSION PLAN AND TRUST | MoneyPurchase | $22.4M | 140 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 522 | OPTO 22 EMPLOYEE BENEFITS PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN INC | $2.3M | 133 | 2025 |
Retirement plans
Welfare plans