Form 5500 · Employee benefit plan · OCALA, FL
OPTIMUM DEALERSHIP GROUP, LLC
OPTIMUM DEALERSHIP GROUP, LLC of OCALA, FL insures health, dental, vision, life and disability coverage for its employees, per Schedule A of its Form 5500. Its broker of record is WALLACE WELCH & WILLINGHAM, INC.. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-4855719 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 2 insured contracts covering health, dental, vision, life and disability; the largest, with UNITEDHEALTHCARE INSURANCE COMPANY, covers 342 people.
Reported premium across the insured contracts is $1,644,335, with $26,270 in disclosed broker commissions — about 1.6% of premium.
The most recent policy period ended in June, and the plan year ends June 30. Group contracts typically renew on that annual cycle.
WALLACE WELCH & WILLINGHAM, INC. is the broker of record on 1 of the 2 contracts; the rest name a different broker or none.
Two carriers split the book: UNITEDHEALTHCARE INSURANCE COMPANY and THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, Life, Disability | 322 | June | $201,516 | $26,270 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health | 342 | June | $1,442,819 | $0 |
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