Fundz
Fundz
Benefits Intelligence/Broker Directory/Colorado

Optio LLC

Geenwood Village, CO

Optio LLC of Geenwood Village, CO is the broker of record on 1 Form 5500 Schedule A filings covering 1 employer benefit plans, with $19 in reported broker commissions (plan year 2025).

Employer clients
1
distinct plan sponsors
Schedule A filings
1
States served
1
Reported commissions
$19
plan year 2025

Quick answer

Optio LLC (Geenwood Village, CO) is the broker of record for 1 employer benefit plan sponsor on 1 Form 5500 Schedule A filing, plan year 2025.

How many employer clients does Optio LLC have?
Optio LLC is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
Who are Optio LLC's largest employer clients?
By plan participants, the largest include Troy Construction, LLC (417 participants).
How much does Optio LLC earn in commissions?
Insurers reported $19 in broker commissions paid to Optio LLC for plan year 2025, per Schedule A Part 1.
Where is Optio LLC located?
Optio LLC is based in Geenwood Village, CO.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Optio LLC on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Troy Construction, LLCTX4172016-12-31

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Form 5500 Schedule A Part 1 (broker of record), 2024 to 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.