Optima Capital Management LLC — 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, Optima Capital Management LLC is reported as a service provider on 5 loaded Form 5500 filing(s) across 5 plan sponsor(s) and 5 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $99,217 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $99,217
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $99,217
- Filings
- 5
- Plan sponsors
- 5
- Plans
- 5
- 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 |
|---|---|---|---|
| Humana Inc. | KY | 1 | $50,755 |
| Black & Veatch Holding Company | KS | 1 | $19,075 |
| Hntb Holdings Ltd. | MO | 1 | $17,991 |
| Southern California Permanente Medical Group | CA | 1 | $5,799 |
| Andersen Corporation | MN | 1 | $5,597 |
State footprint
Plans reporting Optima Capital Management LLC are sponsored in CA (1), KS (1), KY (1), MN (1), MO (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Humana Inc. | Humana Retirement Savings Plan | 2023 | $50,755 | not reported in the loaded dataset |
| Black & Veatch Holding Company | Black & Veatch Retirement Program | 2023 | $19,075 | not reported in the loaded dataset |
| Hntb Holdings Ltd. | Hntb Retirement And Savings Plan | 2023 | $17,991 | not reported in the loaded dataset |
| Southern California Permanente Medical Group | The 401(K) Plan For Permanente Medical Groups | 2023 | $5,799 | not reported in the loaded dataset |
| Andersen Corporation | Andersen 401k Plan | 2023 | $5,597 | not reported in the loaded dataset |
Related Form 5500 pages
- Humana Retirement Savings Plan (plan 002)
- Humana Inc. — all reported plans
- Black & Veatch Retirement Program (plan 002)
- Black & Veatch Holding Company — all reported plans
- Hntb Retirement And Savings Plan (plan 002)
- Hntb Holdings Ltd. — all reported plans
- The 401(K) Plan For Permanente Medical Groups (plan 009)
- Southern California Permanente Medical Group — all reported plans
- Andersen 401k Plan (plan 002)
- Andersen Corporation — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources