Form 5500 · Employee benefit plan · ORANGE, CA
AERIES SOFTWARE INC
Public Form 5500 records show how AERIES SOFTWARE INC (ORANGE, CA) structures its employee benefits. Its broker of record is BENEFIT CONCEPTS INS AGENCY, INC. Coverage is written through CALIFORNIA PHYSICIANS SERVICE and 4 other carriers. The plan's most recent policy period ended in November.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 33-0427993 · plan 505 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| CALIFORNIA PHYSICIANS SERVICE | Health | 210 | November | $60,593 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 53 | November | $21,896 |
| METROPOLITAN LIFE INSURANCE COMPANY | Dental | 255 | November | $18,580 |
| HUMANA INSURANCE COMPANY | Life | 78 | November | $5,625 |
| VISION SERVICES PLAN | Vision | 2 | November | $1,653 |
Questions
Who is AERIES SOFTWARE INC's benefits broker?
Per its most recent Form 5500 Schedule A, AERIES SOFTWARE INC's broker of record is BENEFIT CONCEPTS INS AGENCY, INC.
What insurance carrier does AERIES SOFTWARE INC use?
AERIES SOFTWARE INC's benefit plan is written through CALIFORNIA PHYSICIANS SERVICE, among 5 disclosed carriers.
When does AERIES SOFTWARE INC's group plan renew?
The most recent Schedule A policy period for AERIES SOFTWARE INC ended in November. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from AERIES SOFTWARE INC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.