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Sponsor portfolioWelfare / HealthEIN 02-0497493
OPTIMIZELY NORTH AMERICA, INC.
119 5TH AVENUE · NEW YORK, NY 10003
6035895217
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 51
- Latest filing
- 2025
Total premiums (latest)
$8.1M
No prior year
Persons covered
853
No prior year
Total participants
517
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $7.1M | 34.6% | |
| Prescription drug | $7.0M | 34.3% | |
| Other | $1.1M | 5.4% | |
| Dental | $1.1M | 5.1% | |
| Vision | $1.1M | 5.1% | |
| Life | $1.1M | 5.1% | |
| Short-term disability | $1.1M | 5.1% | |
| Long-term disability | $1.1M | 5.1% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 020494919 | HRx | $7.0M | 85.8% | 1 | 1 | 725 |
EIN 135581829 | HDVLSTDLTDOth | $1.1M | 13.6% | 1 | 3 | 853 |
EIN 941340523 | HRx | $53K | 0.6% | 1 | 1 | 2 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| DIGITAL INSURANCE LLC | ATLANTA, GA | METROPOLITAN LIFE INSURANCE COMPANY, MATTHEW THORNTON HEALTH PLAN, INC. / ANTHEM HEALTH PLANS OF NH, KAISER FOUNDATION HEALTH PLAN INC. | $505K | $20K | $526K | 80.9% | 1 |
| CENTRO BENEFITS RESEARCH LLC | BEACHWOOD, OH | METROPOLITAN LIFE INSURANCE COMPANY | $69K | $14K | $83K | 12.7% | 1 |
| ALIGHT SOLUTIONS | CHICAGO, IL | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $41K | $41K | 6.3% | 1 |
History & trajectory
10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan