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Form 5500 · Employee benefit plan · OCALA, FL

OPTIMUM DEALERSHIP GROUP, LLC

Public Form 5500 records show how OPTIMUM DEALERSHIP GROUP, LLC (OCALA, FL) structures its employee benefits. Its broker of record is WALLACE WELCH & WILLINGHAM, INC.. Coverage is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA and 1 other carrier. The plan's most recent policy period ended in June.

Benefits broker of record
Plan renews
June

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-4855719 · plan 501 · as of Jul 2026

Participants
293
Carriers on file
2
Disclosed commissions
$26,270
Renewal month
June

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICADental, Vision, Life, Disability322June$26,270
UNITEDHEALTHCARE INSURANCE COMPANYHealth342June$0

Questions

Who is OPTIMUM DEALERSHIP GROUP, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, OPTIMUM DEALERSHIP GROUP, LLC's broker of record is WALLACE WELCH & WILLINGHAM, INC..

What insurance carrier does OPTIMUM DEALERSHIP GROUP, LLC use?

OPTIMUM DEALERSHIP GROUP, LLC's benefit plan is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, among 2 disclosed carriers.

When does OPTIMUM DEALERSHIP GROUP, LLC's group plan renew?

The most recent Schedule A policy period for OPTIMUM DEALERSHIP GROUP, LLC ended in June. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from OPTIMUM DEALERSHIP GROUP, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.