Open any plan below to see its carriers, broker commissions and premiums.
Solo shows those sections on each welfare plan. Your first month is $4.99.
Sponsor portfolioWelfare / HealthEIN 20-8086064
OPTIVEST PROPERTIES LLC
24921 DANA POINT HARBOR DRIVE · DANA POINT, CA 92629
9496618686
- Plans filed
- 1
- Years active
- 2016–2024
- Industry
- NAICS 53
- Latest filing
- 2024
Total premiums (latest)
$1.4M
No prior year
Persons covered
140
No prior year
Total participants
160
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 | $1.2M | 44.9% | |
| Prescription drug | $1.2M | 44.9% | |
| Dental | $78K | 2.9% | |
| Vision | $75K | 2.8% | |
| Short-term disability | $47K | 1.8% | |
| Other | $31K | 1.1% | |
| Long-term disability | $25K | 0.9% | |
| Life | $18K | 0.7% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 953760980 | HRx | $1.2M | 86.9% | 1 | 1 | 107 |
EIN 470322111 | LSTDLTDOth | $103K | 7.4% | 1 | 6 | 140 |
EIN 135581829 | DV | $75K | 5.4% | 1 | 1 | 117 |
EIN 952879515 | D | $3K | 0.2% | 1 | 1 | 20 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| DIGITAL INSURANCE LLC | ATLANTA, GA | METROPOLITAN LIFE INSURANCE COMPANY, UNITED OF OMAHA LIFE INSURANCE COMPANY, SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION, BLUE CROSS OF CALIFORNIA | $67K | $8K | $75K | 63.5% | 1 |
| INSIGHT BUSINESS & INS SOLUTIONS | SUNRISE, FL | UNITED OF OMAHA LIFE INSURANCE COMPANY, BLUE CROSS OF CALIFORNIA | $38K | $0 | $38K | 32.1% | 1 |
| CENTRO BENEFITS RESEARCH LLC | KIRKWOOD, MO | METROPOLITAN LIFE INSURANCE COMPANY, SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | $4K | $1K | $5K | 4.4% | 1 |
History & trajectory
9 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