Form 5500 · Employee benefit plan · SAN DIEGO, CA
AEM INTERMEDIATE, LLC
The filing calls this plan AEM INTERMEDIATE, LLC HEALTH AND WELFARE PLAN.
AEM INTERMEDIATE, LLC of SAN DIEGO, CA is a 135-participant professional services employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is AON CORPORATION. Coverage is written through AETNA LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in November.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 87-1407719 · plan 501 · plan year 2025, filed Sep 14, 2026
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How this plan is funded
Fully insured as reported
The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
Benefits declared on this filing
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 3 insured contracts covering health, dental and vision; the largest, with AETNA LIFE INSURANCE COMPANY, covers 191 people.
Reported premium across the insured contracts is $1,958,337, with $133,454 in disclosed broker commissions — about 6.8% of premium.
The health contract's policy period ended in November, while at least one ancillary line's policy period ended in February. The plan is on a split renewal cycle.
AON CORPORATION is the broker of record on 2 of the 3 contracts; the rest name a different broker or none.
3 carriers appear on the filing, including AETNA LIFE INSURANCE COMPANY, AETNA HEALTH, INC. and METROPOLITAN LIFE INSURANCE COMPANY. AETNA LIFE INSURANCE COMPANY writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY | Health, Dental, Vision | 191 | Dec 1, 2025 | $1,290,031 | $87,497 |
| AETNA HEALTH, INC. | Health | 84 | Dec 1, 2025 | $632,739 | $41,084 |
| METROPOLITAN LIFE INSURANCE COMPANY | Dental, Vision | 60 | Mar 1, 2025 | $35,567 | $4,873 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Other plans filed by this employer
How this plan compares
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