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Benefits Intelligence/Broker Directory/California

United Behavioral Health Dba Optum

San Francisco, CA

United Behavioral Health Dba Optum of San Francisco, CA is the broker of record on 17 Form 5500 Schedule A filings covering 12 employer benefit plans across 8 states, with $22,955 in reported broker commissions (plan year 2025).

Employer clients
12
distinct plan sponsors
Schedule A filings
17
States served
8
Reported commissions
$22,955
plan year 2025
Reported fees
$916,662

Quick answer

United Behavioral Health Dba Optum (San Francisco, CA) is the broker of record for 12 employer benefit plan sponsors on 17 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does United Behavioral Health Dba Optum have?
United Behavioral Health Dba Optum is named as broker on Form 5500 Schedule A filings for 12 distinct plan sponsors in 8 states.
Who are United Behavioral Health Dba Optum's largest employer clients?
By plan participants, the largest include Saia Motor Freight Line LLC (15,557 participants) and Allete, Inc. (1,183 participants).
How much does United Behavioral Health Dba Optum earn in commissions?
Insurers reported $22,955 in broker commissions and $916,662 in fees paid to United Behavioral Health Dba Optum for plan year 2025, per Schedule A Part 1.
Where is United Behavioral Health Dba Optum located?
United Behavioral Health Dba Optum is based in San Francisco, CA and has employer clients in 8 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming United Behavioral Health Dba Optum 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
Saia Motor Freight Line LLCGA15,5572024-12-31
Allete, Inc.MN1,1832024-12-31
10 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.