Optum Bank — 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 Bank is reported as a service provider on 4 loaded Form 5500 filing(s) across 4 plan sponsor(s) and 4 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $65,124 and reported indirect compensation totals not reported in the loaded dataset.

Reported compensation summary

Reported direct compensation
$65,124
Reported indirect compensation
not reported in the loaded dataset
Total reported compensation
$65,124
Filings
4
Plan sponsors
4
Plans
4
Latest filing year
2023

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.

Top plan sponsors by reported compensation

Plan sponsors reporting the most compensation to Optum Bank
SponsorStatePlansReported compensation
Reh Services, LLCUT1$27,225
Cognosante, LLCVA1$17,163
Omaha Steaks International, LLCNE1$14,136
Morrison-Maierle, Inc.MT1$6,600

State footprint

Plans reporting Optum Bank are sponsored in MT (1), NE (1), UT (1), VA (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Reh Services, LLCReh Services Company Employee Benefit Plan Trust2023$27,225not reported in the loaded dataset
Cognosante, LLCCognosante Welfare Benefit Plan2023$17,163not reported in the loaded dataset
Omaha Steaks International, LLCGroup Insurance Plan2023$14,136not reported in the loaded dataset
Morrison-Maierle, Inc.Morrison-Maierle Group Benefits Plan2023$6,600not reported in the loaded dataset

Related Form 5500 pages