Plan Ledger DOL Form 5500 · updated monthly

Optima Tax Relief, LLCbenefits

Optima Tax Relief, LLC Health and Welfare Plan · SANTA ANA, CA · plan year 2024

Broker compensation reported · 2024
$154,374

Optima Tax Relief, LLC's benefits plans covered 365 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $154,374 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $423 per covered person, above the median for employer plans that report broker pay. Broker pay fell 12% from $174,706 in 2023.

Insurance contracts · 20247
CALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA) · health drug dental visionpremiums n/a
HARTFORD LIFE AND ACCIDENT · life std ltdpremiums n/a · 356 covered
STANDARD INSURANCE COMPANY · lifepremiums n/a · 365 covered
UNITEDHEALTHCARE INSURANCE COMPANY · dentalpremiums n/a · 508 covered
ANTHEM LIFE INSURANCE COMPANY · lifepremiums n/a · 329 covered
UNITEDHEALTHCARE INSURANCE COMPANY · dentalpremiums n/a · 13 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 24 covered
Brokers & agents paid · 20242
BURNHAM BENEFITS INSURANCE SERVICES$52,897 · incl $3,146 fees
THE BALDWIN GROUP WEST LLC$101,477 · incl $27,567 fees
Also brokered by Burnham Benefits Insurance Services5
Align Technology CA$554,451

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 272793788 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.