Form 5500 · Employee benefit plan · SANTA ANA, CA
OPTIMA TAX RELIEF, LLC
Public Form 5500 records show how OPTIMA TAX RELIEF, LLC (SANTA ANA, CA) structures its employee benefits. Its broker of record is FIDUCIARY OUTSOURCING, LLC DBA PMA. Coverage is written through TRANSAMERICA LIFE INSURANCE COMPANY. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 27-2793788 · plan 001 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | — | 26 | December | $0 |
Questions
Who is OPTIMA TAX RELIEF, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, OPTIMA TAX RELIEF, LLC's broker of record is FIDUCIARY OUTSOURCING, LLC DBA PMA.
What insurance carrier does OPTIMA TAX RELIEF, LLC use?
OPTIMA TAX RELIEF, LLC's benefit plan is written through TRANSAMERICA LIFE INSURANCE COMPANY.
When does OPTIMA TAX RELIEF, LLC's group plan renew?
The most recent Schedule A policy period for OPTIMA TAX RELIEF, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from OPTIMA TAX RELIEF, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.