Form 5500 · Employee benefit plan · SANTA ANA, CA
OPTIMA TAX RELIEF, LLC
OPTIMA TAX RELIEF, LLC of SANTA ANA, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is THE BALDWIN GROUP WEST LLC. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 6 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 27-2793788 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITEDHEALTHCARE INSURANCE COMPANY | Dental | 508 | December | $72,895 |
| CALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA) | Health, Dental, Vision | 0 | December | $27,119 |
| HARTFORD LIFE AND ACCIDENT | Life, Disability | 356 | December | $13,715 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 24 | December | $8,917 |
| STANDARD INSURANCE COMPANY | Life | 365 | December | $708 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Dental | 13 | December | $158 |
| ANTHEM LIFE INSURANCE COMPANY | Life | 329 | March | $149 |
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 THE BALDWIN GROUP WEST LLC.
What insurance carrier does OPTIMA TAX RELIEF, LLC use?
OPTIMA TAX RELIEF, LLC's benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 7 disclosed carriers.
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.