Optum Financial — 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 Financial 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 $1,689,511 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $1,689,511
- Reported indirect compensation
- $0
- Total reported compensation
- $1,689,511
- 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
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Board Of Trustees Of The Health Reimb Acct Fund Of The Elec Ind | NY | 1 | $1,244,434 |
| Board Of Trustees Of Mid-America Carpenters Regional Council Health Fu | IL | 1 | $381,826 |
| Arvest Bank | AR | 1 | $39,980 |
| Trustees Of Teamsters Local No. 301 | IL | 1 | $23,271 |
State footprint
Plans reporting Optum Financial are sponsored in IL (2), AR (1), NY (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Board Of Trustees Of The Health Reimb Acct Fund Of The Elec Ind | Health Reimbursement Account Plan Of The Electrical Industry | 2023 | $1,244,434 | not reported in the loaded dataset |
| Board Of Trustees Of Mid-America Carpenters Regional Council Health Fu | Mid-America Carpenters Regional Council Health Fun | 2023 | $381,826 | $0 |
| Arvest Bank | Arvest Bank Group Employees Health Benefit Plan | 2023 | $39,980 | not reported in the loaded dataset |
| Trustees Of Teamsters Local No. 301 | Chauffeurs, Teamsters & Helpers Local 301 Health & Welfare Fund Life, Accidental Death & Dismembermen T, Vision Care, Health Plan & Dental P | 2023 | $23,271 | not reported in the loaded dataset |
Related Form 5500 pages
- Health Reimbursement Account Plan Of The Electrical Industry (plan 513)
- Board Of Trustees Of The Health Reimb Acct Fund Of The Elec Ind — all reported plans
- Mid-America Carpenters Regional Council Health Fun (plan 501)
- Board Of Trustees Of Mid-America Carpenters Regional Council Health Fu — all reported plans
- Arvest Bank Group Employees Health Benefit Plan (plan 504)
- Arvest Bank — all reported plans
- Chauffeurs, Teamsters & Helpers Local 301 Health & Welfare Fund Life, Accidental Death & Dismembermen T, Vision Care, Health Plan & Dental P (plan 501)
- Trustees Of Teamsters Local No. 301 — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources