# OPTIONS EMPLOYEE WELFARE BENEFIT PLAN

Health and welfare plan sponsored by **OPTIONS FOR LEARNING**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | OPTIONS FOR LEARNING |
| EIN | 953602641 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | WEST COVINA, CA |
| Industry | individual & family services |
| Funding | fully insured |
| Total premiums | $7.0M |
| Participants | 960 |
| Persons covered | 953 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| KAISER PERMANENTE | Health, Rx, HMO |
| AETNA LIFE INSURANCE COMPANY | Health, Rx, HMO, PPO |
| PRINCIPAL FINANCIAL GROUP | Dental, Vision, PPO |
| MUTUAL OF OMAHA INSURANCE COMPANY | Life, Other, LTD, STD |

## Brokers

| Broker | Placed with |
|---|---|
| BENEFITS AMERICA INSURANCE SERVICES | KAISER FOUNDATION HEALTH PLAN INC. |
| BENEFITS AMERICA INSURANCE SERVICES | AETNA HEALTH, INC. |
| BENEFITS AMERICA INSURANCE SERVICES | PRINCIPAL LIFE INSURANCE COMPANY |
| BENEFITS AMERICA INSURANCE SERVICES | AETNA LIFE INSURANCE COMPANY |
| BENEFITS AMERICA INSURANCE SERVICES | UNITED OF OMAHA LIFE INSURANCE COMPANY |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/953602641-501
- Cite as: PlanOptica, https://planoptica.com/welfare/953602641-501
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers