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Sponsor portfolioWelfare / HealthEIN 43-1806449

OPTIV SECURITY INC.

1144 15TH STREET · DENVER, CO 80202
3032980600
Plans filed
6
Years active
2015–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$2.0M
No prior year
Persons covered
1,594
No prior year
Total participants
1,778
No prior year
Plans filed
6
No prior year

Plans under this sponsor

6 plans
Plan #506$2.0M
OPTIV SECURITY EMPLOYEE BENEFITS PLAN
Mixed1,594 covered·6 carriers
Primary: LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #501$1.6M
OPTIV SECURITY LIFE AND DISABILITY PLAN
Fully insured1,647 covered·3 carriers
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA
Plan #505$551K
OPTIV SECURITY MEDICAL PLAN
Fully insured104 covered·3 carriers
Primary: KAISER FOUNDATION HEALTH PLAN OF COLORADO
Plan #502$208K
OPTIV SECURITY VISION PLAN
Fully insured1,153 covered·1 carrier
Primary: VISION SERVICE PLAN
Plan #504$23K
OPTIV SECURITY EAP PLAN
Fully insured1,693 covered·1 carrier
Primary: WEST HEALTH ADVOCATE SOLUTIONS, INC.
Plan #503$0
OPTIV SECURITY DENTAL PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$1.8M33.9%
Life$1.6M30.7%
Long-term disability$1.6M30.7%
Vision$242K4.7%

Carrier overview

6 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LLTDOth
$1.6M79.9%111,594
VISION SERVICE PLAN
EIN 061227840
V
$242K12.1%111,166
TRUSTMARK INSURANCE COMPANY
EIN 360792925
Oth
$55K2.8%1133
METROPOLITAN LIFE INSURANCE COMPANY
EIN 341650967
Oth
$52K2.6%11253
HEALTH ADVOCATE SOLUTIONS, INC.
EIN 233080019
Oth
$27K1.4%111,577
AMERICAN HERITAGE LIFE INSURANCE COMPANY
EIN 590781901
Oth
$27K1.4%1119

Broker overview

6 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
LOCKTON COMPANIES, LLCSCOTTSDALE, AZTRUSTMARK INSURANCE COMPANY, LINCOLN NATIONAL LIFE INSURANCE COMPANY, AMERICAN HERITAGE LIFE INSURANCE COMPANY, METLIFE LEGAL PLANS, VISION SERVICE PLAN$20K$95K$115K95.5%1
WILLIS TOWERS WATSON US LLCARLINGTON, VATRUSTMARK INSURANCE COMPANY, AMERICAN HERITAGE LIFE INSURANCE COMPANY$905$967$2K1.6%1
RUTH LARKINLAKEWOOD, COTRUSTMARK INSURANCE COMPANY$2K$0$2K1.3%1
LTCI PARTNERS LLCSAN ANTONIO, TXTRUSTMARK INSURANCE COMPANY$1K$0$1K0.8%1
JERRY MANNINGCHICAGO, ILTRUSTMARK INSURANCE COMPANY$1K$0$1K0.8%1
LIAZON BENEFITS INCBUFFALO, NYAMERICAN HERITAGE LIFE INSURANCE COMPANY$12$0$120.0%1

History & trajectory

11 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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