Optavise, LLC
Birmingham, AL
Optavise, LLC of Birmingham, AL is the broker of record on 76 Form 5500 Schedule A filings covering 61 employer benefit plans across 24 states, with $2,458,774 in reported broker commissions (plan year 2025).
Employer clients
Plan sponsors naming Optavise, LLC on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Reyes Holdings, LLC | IL | 23,623 | 2025-12-31 |
| Wellspan Health | PA | 22,631 | 2024-12-31 |
| Highgate Hotels, Lp | TX | 10,363 | 2024-12-31 |
Know who holds the account, and when it renews.
Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal date — from Form 5500 Schedule A, joined to funding rounds, executive hires and layoff notices.
Other benefits brokers in Alabama
Form 5500 Schedule A Part 1 (broker of record), 2024–2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.