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Sponsor portfolioWelfare / HealthEIN 82-4557827

OPTREUM LLC

1701 GREEN ROAD · DEERFIELD, FL 33064
5612221719
Plans filed
1
Years active
2021–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$1.8M
No prior year
Persons covered
419
No prior year
Total participants
190
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.8M
WE LEVEL UP
Mixed419 covered·4 carriers
Primary: BLUE CROSS BLUE SHIELD OF FLORIDA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.4M43.5%
Prescription drug$1.4M43.5%
Other$259K8.0%
Dental$82K2.5%
Vision$82K2.5%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 592015694
HRx
$1.4M79.1%11289
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 570144607
Oth
$259K14.7%11419
HUMANA INSURANCE COMPANY
EIN 391263473
DV
$82K4.7%11147
UPMC HEALTH OPTIONS
EIN 592403696
HRx
$26K1.5%117

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
KEYES COVERAGE INCFORT LAUDERDALE, FLHEALTH OPTIONS, BLUE CROSS BLUE SHIELD OF FLORIDA$64K$0$64K51.4%1
MJ INSURANCE—COLONIAL LIFE & ACCIDENT INSURANCE COMPANY$37K$14K$51K40.6%1
NFP INSURANCE SERVICES INCCHARLOTTE, NCBLUE CROSS BLUE SHIELD OF FLORIDA$6K$0$6K4.9%1
MARSH & MCLENNAN AGENCY LLCBETHESDA, MDHUMANA INSURANCE COMPANY, HEALTH OPTIONS$4K$0$4K3.1%1

History & trajectory

5 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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