Form 5500 · Employee benefit plan · FAIRFIELD, IA
OPTIMAE LIFESERVICES, INC.
OPTIMAE LIFESERVICES, INC. of FAIRFIELD, IA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is THE ACCEL GROUP LLC. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 6 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 42-1287333 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | — | 142 | December | $17,791 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 967 | December | $8,050 |
| FIDELITY SECURITY LIFE INSURANCE COMPANY | Vision | 593 | December | $7,677 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life | 379 | December | $4,558 |
| FIDELITY SECURITY LIFE INSURANCE COMPANY | Vision | 184 | December | $2,069 |
| WELLMARK BLUE CROSS BLUE SHIELD OF IOWA | Dental | 540 | December | $0 |
| WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA | Health | 490 | December | $0 |
Questions
Who is OPTIMAE LIFESERVICES, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, OPTIMAE LIFESERVICES, INC.'s broker of record is THE ACCEL GROUP LLC.
What insurance carrier does OPTIMAE LIFESERVICES, INC. use?
OPTIMAE LIFESERVICES, INC.'s benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 7 disclosed carriers.
When does OPTIMAE LIFESERVICES, INC.'s group plan renew?
The most recent Schedule A policy period for OPTIMAE LIFESERVICES, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from OPTIMAE LIFESERVICES, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.