Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.8M
- Prescription drug$4.8M
- Dental$254K
- Other$247K
- Life$227K
- Short-term disability$227K
- +2 more
Sponsor portfolio
OPTOS INCORPORATED
EIN 98-0192728Latest filing 2025
Plans
2
Retirement
1
$41.7M assets
Welfare
1
$5.4M premiums
Participants
615
500 NICKERSON ROAD, SUITE 201 - MARLBOROUGH, MA 01752800-854-3039
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $5.4M premiums / 577 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- BLUE CROSS OF CALIFORNIA90%
- DELTA DENTAL OF CALIFORNIA5%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA4%
- VISION SERVICE PLAN1%
- UNUM LIFE INSURANCE COMPANY OF AMERICA0%
- +2 more
Broker market share
Schedule A broker compensation
53%top
- RSC INSURANCE BROKERAGE INC53%
- RISK STRATEGIES COMPANY41%
- ENROLLEASE6%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE OPTOS INC. 401(K) PLAN
401k
Assets$41.7M
Participants352
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
OPTOS HEALTH AND WELFARE PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.
Premiums$5.4M
Covered lives577
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE OPTOS INC. 401(K) PLAN | 401k | $41.7M | 352 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | OPTOS HEALTH AND WELFARE PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | $5.4M | 577 | 2025 |
Retirement plans
Welfare plans