Plan Ledger DOL Form 5500 · updated monthly

Optima, Inc.benefits

Optima,Inc. Employee Benefits Plan · GLENCOE, IL · plan year 2024

Broker compensation reported · 2024
$108,912

Optima, Inc.'s benefits plans covered 113 active participants in 2024, providing health · life · dental · vision · long-term disability · other. Insurance brokers and agents were paid $108,912 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $964 per covered person, in the top 10% of employer plans that report broker pay. Brokers were paid 5.2x the $21,113 reported for 2023.

Insurance contracts · 20245
JOHN HANCOCK LIFE INSURANCE CO USApremiums n/a
METROPOLITAN LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 125 covered
METROPOLITAN LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 130 covered
DEARBORN LIFE INSURANCE COMPANYpremiums n/a · 82 covered
BLUECROSS BLUESHIELD OF ILLINOIS · health dentalpremiums n/a · 156 covered
Brokers & agents paid · 202411
PARK AVENUE SECURITIES$21,835
HORTON GROUP INC.$21,553 · incl $762 fees
ERISA INC$8,212 · incl $8,212 fees
HORTON GROUP INC$3,169 · incl $32 fees
WILLIAS TOWERS WATSON MIDWEST$3,146 · incl $63 fees
CENTRO BENEFITS RESEARCH$843 · incl $843 fees
CENTRO BENEFITS RESEARCH LLC$3,160 · incl $852 fees
WILLIS OF OHIO$390 · incl $390 fees
WILLIS TOWERS WATSON MIDWEST INC-$12,126 · incl $64 fees
Also brokered by Hylant5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 362964007 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.