Form 5500 · Employee benefit plan · SAN FRANCISCO, CA
AL ADVISORS MANAGEMENT, INC.
Public Form 5500 records show how AL ADVISORS MANAGEMENT, INC. (SAN FRANCISCO, CA) structures its employee benefits. Its broker of record is ABD INS. AND FINANCIAL SVCS., INC.. Coverage is written through PRINCIPAL LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 26-0714159 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Dental | 289 | December | $21,393 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 152 | December | $9,491 |
| VISION SERVICE PLAN | Vision | 150 | December | $1,807 |
Questions
Who is AL ADVISORS MANAGEMENT, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, AL ADVISORS MANAGEMENT, INC.'s broker of record is ABD INS. AND FINANCIAL SVCS., INC..
What insurance carrier does AL ADVISORS MANAGEMENT, INC. use?
AL ADVISORS MANAGEMENT, INC.'s benefit plan is written through PRINCIPAL LIFE INSURANCE COMPANY, among 3 disclosed carriers.
When does AL ADVISORS MANAGEMENT, INC.'s group plan renew?
The most recent Schedule A policy period for AL ADVISORS MANAGEMENT, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from AL ADVISORS MANAGEMENT, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.