Form 5500 · Employee benefit plan · DANA POINT, CA
OPTIVEST PROPERTIES LLC
OPTIVEST PROPERTIES LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is INSIGHT BUSINESS & INS SOLUTIONS. Coverage is written through BLUE CROSS OF CALIFORNIA and 8 other carriers. The plan's most recent policy period ended in August.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-8086064 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| BLUE CROSS OF CALIFORNIA | Health | 107 | August | $72,904 |
| METROPOLITAN LIFE INSURANCE COMPANY | Dental, Vision | 117 | August | $14,881 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 139 | August | $9,510 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Disability | 37 | August | $5,039 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 39 | August | $1,732 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 140 | August | $1,444 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 28 | August | $1,258 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 3 | August | $1,204 |
| SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | Dental | 20 | August | $487 |
Questions
Who is OPTIVEST PROPERTIES LLC's benefits broker?
Per its most recent Form 5500 Schedule A, OPTIVEST PROPERTIES LLC's broker of record is INSIGHT BUSINESS & INS SOLUTIONS.
What insurance carrier does OPTIVEST PROPERTIES LLC use?
OPTIVEST PROPERTIES LLC's benefit plan is written through BLUE CROSS OF CALIFORNIA, among 9 disclosed carriers.
When does OPTIVEST PROPERTIES LLC's group plan renew?
The most recent Schedule A policy period for OPTIVEST PROPERTIES LLC ended in August. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from OPTIVEST PROPERTIES LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.