Plan Ledger DOL Form 5500 · updated monthly

Optimum Employer Solutionsbenefits

Optimum Employer Solutions Welfare Benefits Plan · SANTA ANA, CA · plan year 2025

Broker compensation reported · 2025
$1,782,046

Optimum Employer Solutions's benefits plans covered 3,432 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $1,782,046 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $519 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 3.4% from $1,723,475 in 2024.

Insurance contracts · 202517
RELIANCE STANDARD LIFE INSURANCE COMPANY · lifepremiums n/a · 1,997 covered
RELIANCE STANDARD LIFE INSURANCE COMPANYpremiums n/a · 313 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · lifepremiums n/a · 855 covered
BLUE CROSS OF CALIFORNIA · health drug hmo ppopremiums n/a · 2,932 covered
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY · dental visionpremiums n/a · 3,358 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · ltdpremiums n/a · 1,466 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · stdpremiums n/a · 296 covered
KAISER FOUNDATION HEALTH PLAN INC. · health drug hmopremiums n/a · 4 covered
KAISER FOUNDATION HEALTH PLAN INC · health drug hmopremiums n/a · 258 covered
RELIANCE STANDARD LIFE INSURANCE COMPANYpremiums n/a · 349 covered
METROPOLITAN LIFE INSURANCE COMPANY · dentalpremiums n/a · 3,294 covered
RELIANCE STANDARD LIFE INSURANCE COMPANYpremiums n/a · 855 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · stdpremiums n/a · 213 covered
KAISER FOUNDATION HEALTH PLAN INC · health drug hmopremiums n/a · 73 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · ltdpremiums n/a · 329 covered
SAFEGUARD HEALTH PLAN INC · dentalpremiums n/a · 362 covered
Brokers & agents paid · 20251
HUB INTERNATIONAL INS SVCS INC.$1,782,046 · incl $89,074 fees
Also brokered by HUB International5
Rfe/Rl, Inc. DC$1,044,707

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 760828248 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.