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Sponsor portfolioWelfare / HealthEIN 62-1862921

OTICS USA, INC.

5555 INTERSTATE VIEW DRIVE · MORRISTOWN, TN 37813
4235819933
Plans filed
1
Years active
2016–2025
Industry
NAICS 33
Latest filing
2025
Total premiums (latest)
$4.4M
No prior year
Persons covered
679
No prior year
Total participants
452
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$4.4M
OTICS USA, INC. WELFARE BENEFITS WRAP PLAN
Fully insured679 covered·2 carriers
Primary: BLUECROSS BLUESHIELD OF TENNESSEE, INC.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$3.9M28.3%
Dental$3.9M28.3%
Vision$3.9M28.3%
Life$520K3.8%
Short-term disability$520K3.8%
Long-term disability$520K3.8%
Other$520K3.8%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 620427913
HDV
$3.9M88.2%11679
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
LSTDLTDOth
$520K11.8%11645

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
SEIKO BURKHALTERATLANTA, GABLUECROSS BLUESHIELD OF TENNESSEE, INC.$137K$0$137K66.5%1
MARSH & MCLENNAN AGENCY LLCNEW YORK, NYPRINCIPAL LIFE INSURANCE COMPANY$69K$0$69K33.5%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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