Form 5500 Search

OPTUM FINANCIAL

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
30
Active participants
203,163
Total plan assets
$5.2B
Filings (rows)
30
Direct comp
$5.7M
Indirect comp
$0
Aggregating 2 name variants under "OPTUM FINANCIAL"

SERVICES PROVIDED

Other30

Top plans served

All 30 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
BOARD OF TRUSTEES OF LINE CONSTRUCTION BENEFIT FUND
LINE CONSTRUCTION BENEFIT FUND
LOMBARD, IL
Other
NONE
65,981$1.9B$108K
BOARD OF TRUSTEES OF MID-AMERICA CARPENTERS REGIONAL COUNCIL HEALTH FU
MID-AMERICA CARPENTERS REGIONAL COUNCIL HEALTH FUN
CHICAGO, IL
Other
NONE
11,638$921.8M$382K
BOARD OF TRUSTEES OF MID-AMERICA CARPENTERS REGIONAL COUNCIL HEALTH FU
MID-AMERICA CARPENTERS REGIONAL COUNCIL HEALTH FUN
CHICAGO, IL
Other
NONE
11,635$921.3M$355K
BOARD OF TRUSTEES OF THE PLUMBERS' WELFARE FUND, LOCAL 130, U.A.
PLUMBERS' WELFARE FUND, LOCAL 130, U.A.
CHICAGO, IL
Other
NONE
3,685$176.0M$112K
BOARD OF TRUSTEES OF THE PLUMBERS' WELFARE FUND, LOCAL 130, U.A.
PLUMBERS' WELFARE FUND, LOCAL 130, U.A.
CHICAGO, IL
Other
NONE
3,722$174.1M$111K
BOARD OF TRUSTEES OF THE PLUMBERS' WELFARE FUND, LOCAL 130, U.A.
PLUMBERS' WELFARE FUND, LOCAL 130, U.A.
CHICAGO, IL
Other
NONE
3,624$166.0M$107K
BOARD OF TRUSTEES OF THE HEALTH REIMB ACCT FUND OF THE ELEC IND
HEALTH REIMBURSEMENT ACCOUNT PLAN OF THE ELECTRICAL INDUSTRY
FLUSHING, NY
Other
NONE
19,566$130.0M$1.3M
BOARD OF TRUSTEES OF THE HEALTH REIMB ACCT FUND OF THE ELEC IND
HEALTH REIMBURSEMENT ACCOUNT PLAN OF THE ELECTRICAL INDUSTRY
FLUSHING, NY
Other
NONE
18,897$126.5M$1.2M
BOARD OF TRUSTEES OF THE HEALTH REIMB ACCT FUND OF THE ELEC IND
HEALTH REIMBURSEMENT ACCOUNT PLAN OF THE ELECTRICAL INDUSTRY
FLUSHING, NY
Other
NONE
17,766$122.9M$1.3M
BMO FINANCIAL CORP.
EMPLOYEE BENEFIT PROGRAM OF BANK OF MONTREAL/HARRIS
CHICAGO, IL
Other
NONE
8,967$84.6M$20K
TRUSTEES OF TEAMSTERS LOCAL NO. 301
CHAUFFEURS, TEAMSTERS & HELPERS LOCAL 301 HEALTH & WELFARE FUND LIFE, ACCIDENTAL DEATH & DISMEMBERMEN T, VISION CARE, HEALTH PLAN & DENTAL P
WAUKEGAN, IL
Other
NONE
805$70.9M$23K
TRUSTEES OF TEAMSTERS LOCAL NO. 301
CHAUFFEURS, TEAMSTERS & HELPERS LOCAL 301 HEALTH & WELFARE FUND LIFE, ACCIDENTAL DEATH & DISMEMBERMEN T, VISION CARE, HEALTH PLAN & DENTAL P
WAUKEGAN, IL
Other
NONE
783$66.9M$23K
BOARD OF TRUSTEES OF THE PLUMBERS' WELFARE FUND, LOCAL 130, U.A.
RETIREE MEDICAL PLAN OF THE PLUMBERS' WELFARE FUND LOCAL 130, U.A.
CHICAGO, IL
Other
NONE
$66.3M$32K
BOARD OF TRUSTEES OF THE PLUMBERS' WELFARE FUND, LOCAL 130, U.A.
RETIREE MEDICAL PLAN OF THE PLUMBERS' WELFARE FUND LOCAL 130, U.A.
CHICAGO, IL
Other
NONE
$64.5M$9K
BOARD OF TRUSTEES OF THE PLUMBERS' WELFARE FUND, LOCAL 130, U.A.
RETIREE MEDICAL PLAN OF THE PLUMBERS' WELFARE FUND LOCAL 130, U.A.
CHICAGO, IL
Other
NONE
$61.9M$33K
TRUSTEES OF TEAMSTERS LOCAL NO. 301
CHAUFFEURS, TEAMSTERS & HELPERS LOCAL 301 HEALTH & WELFARE FUND LIFE, ACCIDENTAL DEATH & DISMEMBERMEN T, VISION CARE, HEALTH PLAN & DENTAL P
WAUKEGAN, IL
Other
NONE
779$59.8M$23K
BRICKLAYERS AND ALLIED CRAFTWORKERS INTERNATIONAL HEALTH FUND
BRICKLAYERS AND ALLIED CRAFTWORKERS INTERNATIONAL HEALTH FUND
WASHINGTON, DC
Other
NONE
4,113$54.7M$70K
FIRST NATIONAL OF NEBRASKA, INC.
FIRST NATIONAL OF NEBRASKA, INC. WELFARE BENEFIT PLAN
OMAHA, NE
Other
3RD PARTY SERVICE PROVIDE
4,764$7.0M$131K
FIRST NATIONAL OF NEBRASKA, INC.
FIRST NATIONAL OF NEBRASKA, INC. WELFARE BENEFIT PLAN
OMAHA, NE
Other
3RD PARTY SERVICE PROVIDE
4,776$6.0M$119K
ARVEST BANK
ARVEST BANK GROUP EMPLOYEES HEALTH BENEFIT PLAN
LOWELL, AR
Other
NONE
5,411$5.7M$40K
ARVEST BANK
ARVEST BANK GROUP WELFARE BENEFITS PLAN
LOWELL, AR
Other
NONE
6,297$2.7M$73K
MORRISON-MAIERLE, INC.
MORRISON-MAIERLE GROUP BENEFITS PLAN
HELENA, MT
Other
NONE
299$2.4M$7K
RIVERSIDE HEALTH CARE CENTER, INC.
NATIONAL HEALTH CARE ASSOC., INC. & AFFILIATES VOLUNTARY EMPLOYEE BENEFIT ASSOC. PLAN
VALLEY STREAM, NY
Other
FSA VENDOR
4,810$1.2M$30K
LAURITZEN CORPORATION
LAURITZEN CORPORATION WELFARE BENEFIT PLAN
OMAHA, NE
Other
3RD PARTY SERVICE PROVIDE
544$733K$11K
LAURITZEN CORPORATION
LAURITZEN CORPORATION WELFARE BENEFIT PLAN
OMAHA, NE
Other
3RD PARTY SERVICE PROVIDE
550$683K$10K
THE SUDDATH COMPANIES
THE SUDDATH COMPANIES AND AFFILIATES VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION PLAN AND TRUST
JACKSONVILLE, FL
Other
ADMIN SERVICES
1,937$0$11K
MGP INGREDIENTS, INC.
MGP INGREDIENTS, INC. HEALTH AND WELFARE PLAN
ATCHISON, KS
Other
ADMINISTRATOR
544$9K
MGP INGREDIENTS, INC.
MGP INGREDIENTS, INC. HEALTH AND WELFARE PLAN
ATCHISON, KS
Other
ADMINISTRATOR
538$8K
MGP INGREDIENTS, INC.
MGP INGREDIENTS, INC. HEALTH AND WELFARE PLAN
ATCHISON, KS
Other
ADMINISTRATOR
570$8K
MURCOR, INC.
MURCOR, INC. WELFARE BENEFIT PLAN
POMONA, CA
Other
NONE
162$6K