Form 5500 · Employee benefit plan · SAN MATEO, CA
ADAMS AND ASSOCIATES, INC.
ADAMS AND ASSOCIATES, INC. of SAN MATEO, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is M3 INSURANCE SOLUTIONS INC.. Coverage is written through RELIASTAR LIFE INSURANCE COMPANY and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 88-0263693 · plan 508 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| RELIASTAR LIFE INSURANCE COMPANY | — | 262 | December | $6,139 |
| ANTHEM LIFE INSURANCE COMPANY | Life, Disability | 294 | March | $0 |
| ANTHEM LIFE INSURANCE COMPANY | Life, Disability | 294 | December | $0 |
| ANTHEM LIFE INSURANCE COMPANY | Stop-loss | 775 | December | $0 |
Questions
Who is ADAMS AND ASSOCIATES, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, ADAMS AND ASSOCIATES, INC.'s broker of record is M3 INSURANCE SOLUTIONS INC..
What insurance carrier does ADAMS AND ASSOCIATES, INC. use?
ADAMS AND ASSOCIATES, INC.'s benefit plan is written through RELIASTAR LIFE INSURANCE COMPANY, among 4 disclosed carriers.
When does ADAMS AND ASSOCIATES, INC.'s group plan renew?
The most recent Schedule A policy period for ADAMS AND ASSOCIATES, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from ADAMS AND ASSOCIATES, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.