Form 5500 · Employee benefit plan · NEW YORK, NY
OPTIMIZELY NORTH AMERICA, INC.
Public Form 5500 records show how OPTIMIZELY NORTH AMERICA, INC. (NEW YORK, NY) structures its employee benefits. Its broker of record is DIGITAL INSURANCE LLC. Coverage is written through MATTHEW THORNTON HEALTH PLAN, INC. / ANTHEM HEALTH PLANS OF NH and 5 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 02-0497493 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| MATTHEW THORNTON HEALTH PLAN, INC. / ANTHEM HEALTH PLANS OF NH | Health | 751 | December | $273,942 |
| METROPOLITAN LIFE INSURANCE COMPANY | Dental, Vision, Life, Disability | 906 | December | $166,790 |
| METROPOLITAN LIFE INSURANCE COMPANY | Health | 128 | December | $5,801 |
| METROPOLITAN LIFE INSURANCE COMPANY | Health | 199 | December | $4,790 |
| KAISER FOUNDATION HEALTH PLAN INC. | Health | 10 | December | $4,408 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | — | 600 | March | $0 |
Questions
Who is OPTIMIZELY NORTH AMERICA, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, OPTIMIZELY NORTH AMERICA, INC.'s broker of record is DIGITAL INSURANCE LLC.
What insurance carrier does OPTIMIZELY NORTH AMERICA, INC. use?
OPTIMIZELY NORTH AMERICA, INC.'s benefit plan is written through MATTHEW THORNTON HEALTH PLAN, INC. / ANTHEM HEALTH PLANS OF NH, among 6 disclosed carriers.
When does OPTIMIZELY NORTH AMERICA, INC.'s group plan renew?
The most recent Schedule A policy period for OPTIMIZELY NORTH AMERICA, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from OPTIMIZELY NORTH AMERICA, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.