Optum — Form 5500 Schedule C service provider compensation

Reported service provider summary

According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Optum is reported as a service provider on 24 loaded Form 5500 filing(s) across 24 plan sponsor(s) and 24 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $3,392,105 and reported indirect compensation totals $6,552.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$3.4MDirect + indirect, across loaded filings$3,398,657
Plans served24
Plan sponsors24
Filings24
Direct vs. indirect compensation
Direct compensation$3.4M
Indirect compensation$6.6K

Direct compensation is paid to the provider from the plan; indirect compensation is received from other sources in connection with the plan (e.g. revenue sharing). Both are reported on Schedule C.

Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.

Computed from loaded filings

Concentration

Top sponsor share of compensation37%Vancrest Management Corporation
Top state share of plans24%OH
Plan sponsors served24
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Optum. Bars show relative scale.

  1. 1
  2. 2
  3. 3
    PA · 1 plan(s)
  4. 4
    TX · 1 plan(s)
  5. 5
    PA · 1 plan(s)
  6. 6
  7. 7
    NC · 1 plan(s)
  8. 8
  9. 9
    KS · 1 plan(s)
  10. 10
    NJ · 1 plan(s)
Geographic reach

State footprint

Where Optum appears: states where the plans that report this provider are sponsored, ranked by plan count. This reflects the sponsor's location, not where services were performed.

  1. 1
    OH5 plan(s)
  2. 2
    PA3 plan(s)
  3. 3
    IL2 plan(s)
  4. 4
    TX2 plan(s)
  5. 5
    VA2 plan(s)
  6. 6
    MD1 plan(s)
  7. 7
    CT1 plan(s)
  8. 8
    NC1 plan(s)
  9. 9
    ND1 plan(s)
  10. 10
    NJ1 plan(s)
  11. 11
    MI1 plan(s)
  12. 12
    GA1 plan(s)
Geographic reach

City footprint

Cities where plans reporting Optum are sponsored, by plan count.

  1. 1
    Arlington, VA2 plan(s)
  2. 2
    Chicago, IL1 plan(s)
  3. 3
    Rockville, MD1 plan(s)
  4. 4
  5. 5
    Olathe, KS1 plan(s)
  6. 6
    Frankfort, KY1 plan(s)
  7. 7
  8. 8
  9. 9
    Hickory, NC1 plan(s)
  10. 10
    Atlanta, GA1 plan(s)
By reported compensation

Plans reporting this provider

Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.

  1. 1
    Vancrest Management Corporation, OH · Direct $1.2M · Indirect $6.6K · 2023
  2. 2
    National Telecommunications Cooperative Association, VA · Direct $644.3K · 2023
  3. 3
    Skf Usa Inc., PA · Direct $624.7K · 2023
  4. 4
    Baylor Scott & White Holdings, TX · Direct $417.5K · 2023
  5. 5
    Value Drug Company, PA · Direct $98.2K · 2023
  6. 6
    National Rural Electric Cooperative Association, VA · Direct $75.1K · 2023
  7. 7
    Alex Lee, Inc., NC · Direct $69.2K · 2023
  8. 8
    Brd Of Trustees-Teamsters Local 671 Health Services, CT · Direct $42.2K · 2023
  9. 9
    Garmin International, Inc., KS · Direct $30.6K · 2023
  10. 10
    Savvas Learning Company LLC, NJ · Direct $19.6K · 2023
  11. 11
    Klj Solutions Holding Co, ND · Direct $14.9K · 2023
  12. 12
    Nationwide Truck Brokers, Inc Ntb, Inc., MI · Direct $14K · 2023
  13. 13
    X-Energy, LLC, MD · Direct $13.4K · 2023
  14. 14
    Georgia Chamber Federation Health Benefit Plan, GA · Direct $9.4K · 2023
  15. 15
    Trustees Of Central States, Se & Sw Areas Health & Welfare Fund, IL · Direct $9.2K · 2023
  16. 16
    Imeg Consultants Corp., IL · Direct $8.5K · 2023
  17. 17
    Boy Scouts Of America, TX · Direct $8.4K · Indirect $0 · 2023
  18. 18
    Chamber Benefit Arrangement Trust, OH · Direct $8.4K · 2023
  19. 19
    Chamber Benefit Arrangement Of Indiana Trust, IN · Direct $7.3K · 2023
  20. 20
    Ohio Farm Bureau Health Benefits Plan Trust, OH · Direct $6.4K · 2023
  21. 21
    Chamber Business Solutions Trust, KY · Direct $6.1K · 2023
  22. 22
    Aramark Services, Inc Wellness Plan, PA · Direct $6K · 2023
  23. 23
    Builders Exchange Benefit Plan, OH · Direct $5.9K · 2023
  24. 24
    Southern Ohio Chamber Alliance, OH · Direct $5.9K · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Optum?
Public Form 5500 Schedule C filings report compensation paid to Optum as a plan service provider. Across loaded filings, total reported compensation is $3,398,657.
How many plans report Optum as a service provider?
Optum appears on 24 loaded plan(s) across 24 sponsor(s).

Related Form 5500 pages