| Name: | Optavise, LLC |
| Jurisdiction: | Alabama |
| Legal type: | Foreign Limited Liability Company |
| Status: | Exists |
| Date of registration: | 03 Mar 2003 (22 years ago) |
| Entity Number: | 000-227-842 |
| Register Number: | 000227842 |
| Historical Names: |
Enrollment Advisors, Inc.
Enrollment Advisors, LLC DirectPath, LLC |
| County: | Jefferson |
| Place of Formation: | Delaware |
| Principal Address: | 120 18TH STREET SOUTHBIRMINGHAM, AL 35233 |
| Principal Address ZIP Code: | 35233 |
| Registered Office Street Address: | 641 SOUTH LAWRENCE STREETMONTGOMERY, AL 36104 |
| Registered Office Street Address ZIP Code: | 36104 |
Activities
PERFORM ENROLLMENT SVC FOR INSURANCE COMPANIES/BROKERAGE FIRMS
| Type | Company Name | Company Number | State |
|---|---|---|---|
| Headquarter of | Optavise, LLC | 10154776 | Alaska |
| Headquarter of | Optavise, LLC | 4498169 | New York |
| Headquarter of | Optavise, LLC | 441358 | IDAHO |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ENROLLMENT ADVISORS, INC 401K PLAN | 2012 | 020677999 | 2013-06-06 | ENROLLMENT ADVISORS, INC | 9 | |||||||||||||||||||||||||||||
|
||||||||||||||||||||||||||||||||||
| Role | Plan administrator |
| Date | 2013-06-06 |
| Name of individual signing | BAYLESS YDEL |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2007-03-22 |
| Business code | 524210 |
| Sponsor’s telephone number | 2053972800 |
| Plan sponsor’s address | P. O. BOX 366, BIRMINGHAM, AL, 35201 |
Plan administrator’s name and address
| Administrator’s EIN | 020677999 |
| Plan administrator’s name | ENROLLMENT ADVISORS, INC |
| Plan administrator’s address | P. O. BOX 366, BIRMINGHAM, AL, 35201 |
| Administrator’s telephone number | 2053972800 |
Signature of
| Role | Plan administrator |
| Date | 2012-06-18 |
| Name of individual signing | BAYLESS YDEL |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2007-03-22 |
| Business code | 524210 |
| Sponsor’s telephone number | 2053972800 |
| Plan sponsor’s address | P. O. BOX 366, BIRMINGHAM, AL, 35201 |
Plan administrator’s name and address
| Administrator’s EIN | 020677999 |
| Plan administrator’s name | ENROLLMENT ADVISORS, INC |
| Plan administrator’s address | P. O. BOX 366, BIRMINGHAM, AL, 35201 |
| Administrator’s telephone number | 2053972800 |
Signature of
| Role | Plan administrator |
| Date | 2011-06-11 |
| Name of individual signing | BAYLESS YDEL |
| Name | Role |
|---|---|
| CORPORATION SERVICE COMPANY, INC. | Agent |
| Event Date | Event Type | Old Value | New Value |
|---|---|---|---|
| 2022-04-26 | Name Change | DirectPath, LLC | Optavise, LLC |
| 2016-02-29 | Name Change | Enrollment Advisors, LLC | DirectPath, LLC |
| 2014-04-25 | Name Change | Enrollment Advisors, Inc. | Enrollment Advisors, LLC |
Date of last update: 02 Aug 2024
Sources: Alabama Secretary of State
