Plan Ledger DOL Form 5500 · updated monthly

Optivest Properties LLCbenefits

Optivest Properties Welfare Benefit Plan · DANA POINT, CA · plan year 2023

Broker compensation reported · 2023
$117,534

Optivest Properties LLC's benefits plan covered 157 active participants in 2023, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $117,534 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $749 per covered person, in the top 10% of employer plans that report broker pay.

Insurance contracts · 20239
BLUE CROSS OF CALIFORNIA · health drug hmo ppopremiums n/a · 107 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 140 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 39 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · stdpremiums n/a · 139 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · ltdpremiums n/a · 37 covered
METROPOLITAN LIFE INSURANCE COMPANY · dental vision ppopremiums n/a · 117 covered
SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION · dental hmopremiums n/a · 20 covered
UNITED OF OMAHA LIFE INSURANCE COMPANYpremiums n/a · 28 covered
Brokers & agents paid · 20234
DIGITAL INSURANCE LLC$74,634 · incl $7,930 fees
CENTRO BENEFITS RESEARCH LLC$4,972 · incl $1,109 fees
INSIGHT BUSINESS & INS. SOLUTIONS$37,770
CENTRO BENEFITS REESEARCH LLC$158 · incl $36 fees
Also brokered by Digital Insurance LLC5
Hca Inc. TN$537,626

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 208086064 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.