Health & welfare plan · Optare Financial Partners LLC's Optare Financial Partners LLC CBIN Benefit Plan held $1K in plan assets for 9 participants in 2025.
Active participants
9
Accounts w/ balance
—
Plan assets (EOY)
$1K
Net assets (EOY)
$376
Plan health score (directional)
Limited public data — directional only
Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 35% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
n/a
Vendor & structure
n/a
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OPTARE FINANCIAL PARTNERS LLC.
