Form 5500 · Employee benefit plan · SAN DIEGO, CA
AEM INTERMEDIATE, LLC
The filing calls this plan AEM INTERMEDIATE, LLC LIFE AND DISABILITY PLAN.
AEM INTERMEDIATE, LLC of SAN DIEGO, CA spreads its employee benefits across 4 insurance carriers, according to its Form 5500 Schedule A. Its broker of record is COLONIAL LIFE & ACCIDENT INSURANCE. Coverage is written through METROPOLITAN LIFE INSURANCE COMPANY and 3 other carriers. The plan's most recent policy period ended in November.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 87-1407719 · plan 502 · plan year 2025, filed Sep 14, 2026
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How this plan is funded
Funding not settled by the filing
The filing does not report enough to settle how this plan pays for benefits.
Benefits declared on this filing
Also declared: other welfare.
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 6 insured contracts covering life and disability; the largest, with METROPOLITAN LIFE INSURANCE COMPANY, covers 52 people.
Reported premium across the insured contracts is $144,532, with $34,291 in disclosed broker commissions — about 24% of premium.
The most recent policy period ended in November, and the plan year ends November 30. Group contracts typically renew on that annual cycle.
COLONIAL LIFE & ACCIDENT INSURANCE is the broker of record on 3 of the 6 contracts; the rest name a different broker or none.
4 carriers appear on the filing, including METROPOLITAN LIFE INSURANCE COMPANY, COLONIAL LIFE & ACCIDENT INSURANCE COMPANY, PRINCIPAL LIFE INSURANCE COMPANY and THE PAUL REVERE LIFE INSURANCE COMPANY. METROPOLITAN LIFE INSURANCE COMPANY writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | Life | 46 | Dec 1, 2025 | $40,809 | $16,281 |
| METROPOLITAN LIFE INSURANCE COMPANY | Life, Disability | 52 | Mar 1, 2025 | $54,634 | $10,595 |
| PRINCIPAL LIFE INSURANCE COMPANY | Disability | 34 | Dec 1, 2025 | $15,330 | $2,151 |
| THE PAUL REVERE LIFE INSURANCE COMPANY | Life | 14 | Dec 1, 2025 | $11,190 | $2,039 |
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | Life | 124 | Dec 1, 2025 | $15,219 | $1,770 |
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | Life | 34 | Dec 1, 2025 | $7,350 | $1,455 |
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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