Form 5500 · Employee benefit plan · LOS ANGELES, CA
IX CAPITAL OPTIMAD HOLDINGS, LLC
IX CAPITAL OPTIMAD HOLDINGS, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is THE HILB GROUP OF MARYLAND LLC. Coverage is written through KAISER FOUNDATION HEALTH PLAN, INC. and 10 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 86-3384531 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 12 | December | $4,978 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Dental | 115 | December | $2,811 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 122 | December | $2,643 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 122 | December | $2,597 |
| UNUM INSURANCE COMPANY | — | 49 | December | $1,157 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 122 | December | $899 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 24 | December | $784 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Vision | 113 | December | $587 |
| UNUM INSURANCE COMPANY | — | 30 | December | $390 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 24 | December | $86 |
| UNITED HEALTHCARE INSURANCE COMPANY | Health | 117 | December | $0 |
Questions
Who is IX CAPITAL OPTIMAD HOLDINGS, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, IX CAPITAL OPTIMAD HOLDINGS, LLC's broker of record is THE HILB GROUP OF MARYLAND LLC.
What insurance carrier does IX CAPITAL OPTIMAD HOLDINGS, LLC use?
IX CAPITAL OPTIMAD HOLDINGS, LLC's benefit plan is written through KAISER FOUNDATION HEALTH PLAN, INC., among 11 disclosed carriers.
When does IX CAPITAL OPTIMAD HOLDINGS, LLC's group plan renew?
The most recent Schedule A policy period for IX CAPITAL OPTIMAD HOLDINGS, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from IX CAPITAL OPTIMAD HOLDINGS, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.