Optum Financial, Inc. — 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, Inc. is reported as a service provider on 4 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 4 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $192,995 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $192,995
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $192,995
- Filings
- 4
- Plan sponsors
- 3
- 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 Plumbers' Welfare Fund, Local 130, U.A. | IL | 2 | $143,552 |
| Riverside Health Care Center, Inc. | NY | 1 | $29,758 |
| Bmo Financial Corp. | IL | 1 | $19,685 |
State footprint
Plans reporting Optum Financial, Inc. are sponsored in IL (3), NY (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Board Of Trustees Of The Plumbers' Welfare Fund, Local 130, U.A. | Plumbers' Welfare Fund, Local 130, U.A. | 2023 | $111,313 | not reported in the loaded dataset |
| Board Of Trustees Of The Plumbers' Welfare Fund, Local 130, U.A. | Retiree Medical Plan Of The Plumbers' Welfare Fund Local 130, U.A. | 2023 | $32,239 | not reported in the loaded dataset |
| Riverside Health Care Center, Inc. | National Health Care Assoc., Inc. & Affiliates Voluntary Employee Benefit Assoc. Plan | 2023 | $29,758 | not reported in the loaded dataset |
| Bmo Financial Corp. | Employee Benefit Program Of Bank Of Montreal/Harris | 2023 | $19,685 | not reported in the loaded dataset |
Related Form 5500 pages
- Plumbers' Welfare Fund, Local 130, U.A. (plan 501)
- Board Of Trustees Of The Plumbers' Welfare Fund, Local 130, U.A. — all reported plans
- Retiree Medical Plan Of The Plumbers' Welfare Fund Local 130, U.A. (plan 503)
- National Health Care Assoc., Inc. & Affiliates Voluntary Employee Benefit Assoc. Plan (plan 501)
- Riverside Health Care Center, Inc. — all reported plans
- Employee Benefit Program Of Bank Of Montreal/Harris (plan 507)
- Bmo Financial Corp. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources