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Sponsor portfolioWelfare / HealthEIN 42-1287333

OPTIMAE LIFESERVICES, INC.

2201 W JEFFERSON AVE · FAIRFIELD, IA 52556
6414721684
Plans filed
1
Years active
2016–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$5.7M
No prior year
Persons covered
1,100
No prior year
Total participants
1,100
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$5.7M
OPTIMAE LIFESERVICES HEALTH, DENTAL, VISION, HEALTH & DEPENDENT CARE FSA, LIFE AND AD&D, SHORT TERM AND LONG TERM DISABILITY WF PLAN
Mixed1,100 covered·3 carriers
Primary: WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$4.9M79.9%
Other$416K6.7%
Life$321K5.2%
Dental$220K3.6%
Long-term disability$185K3.0%
Vision$99K1.6%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 420318333
HD
$5.2M90.9%12613
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
LLTDOth
$416K7.3%131,100
FIDELITY SECURITY LIFE INSURANCE COMPANY
EIN 430949844
V
$99K1.7%12630

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
THE ACCEL GROUP LLCCEDAR RAPIDS, IASUN LIFE ASSURANCE COMPANY OF CANADA, FIDELITY SECURITY LIFE INSURANCE COMPANY$40K$0$40K89.8%1
CENTROL BENEFITS RESEARCH LLCBEACHWOOD, OHSUN LIFE ASSURANCE COMPANY OF CANADA$5K$0$5K10.2%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
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