Optavise, LLC
Birmingham, AL
Optavise, LLC of Birmingham, AL is the broker of record on 100 Form 5500 Schedule A filings covering 64 employer benefit plans across 24 states, with $3,431,426 in reported broker commissions (plan year 2025).
Quick answer
Optavise, LLC (Birmingham, AL) is the broker of record for 64 employer benefit plan sponsors on 100 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Optavise, LLC have?
- Optavise, LLC is named as broker on Form 5500 Schedule A filings for 64 distinct plan sponsors in 24 states.
- Who are Optavise, LLC's largest employer clients?
- By plan participants, the largest include Reyes Holdings, LLC (23,623 participants), Wellspan Health (22,631 participants) and Waste Industries, LLC (9,406 participants).
- How much does Optavise, LLC earn in commissions?
- Insurers reported $3.4 million in broker commissions and $249,046 in fees paid to Optavise, LLC for plan year 2025, per Schedule A Part 1.
- Where is Optavise, LLC located?
- Optavise, LLC is based in Birmingham, AL and has employer clients in 24 states.
- How does Optavise, LLC rank among benefits brokers in Alabama?
- Optavise, LLC ranks #3 by employer clients among the 50 most active benefits brokers based in Alabama.
Source: Fundz verified event record.
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 |
| Waste Industries, LLC | NC | 9,406 | 2025-12-31 |
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Other benefits brokers in Alabama
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- Valent Group: 92 employer clients, $6,844,465 reported commissions (Vestavia)
- Lakeshore Benefit Alliance: 64 employer clients, $2,189,990 reported commissions (Birmingham)
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- True Network Advisors: 43 employer clients, $141,781 reported commissions (Guntersville)
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.