Plan Ledger DOL Form 5500 · updated monthly

Optima Medicalbenefits

Optima Medical Health and Welfare Plan · SCOTTSDALE, AZ · plan year 2024

Broker compensation reported · 2024
$282,519

Optima Medical's benefits plans covered 369 active participants in 2024, providing health · life · dental · vision · short-term disability. Insurance brokers and agents were paid $282,519 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $766 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 72% from $163,935 in 2023.

Insurance contracts · 20242
UNITEDHEALTHCARE INSURANCE COMPANY · health drug dental vision ppopremiums n/a · 868 covered
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY · health life stdpremiums n/a · 175 covered
Brokers & agents paid · 20247
HUB INTERNATIONAL NEW ENGLAND LLC$155,977 · incl $89,931 fees
ANDREA R HENCHEY$56,176 · incl $27,395 fees
BERTHA P SHEPHERD & OTHER AGENTS$21,017 · incl $2,221 fees
ENROLLMENT SOLUTIONS LIMITED$16,982 · incl $8,547 fees
INSPIRED INC$13,442 · incl $4,948 fees
ASHELY FOLLIS$11,129 · incl $2,939 fees
JEFFREY RAYMOND DUBE$7,796 · incl $1,921 fees
Also brokered by HUB International5
Autozone, Inc. TN$4,329,860
Aspen HR Peo, LLC FL$3,007,524

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 113780270 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.