Form 5500 · Employee benefit plan · SOUTHBOROUGH, MA
ALLIANCE HEALTH, INC.
The filing calls this plan ALLIANCE HEALTH, INC. HEALTH AND WELFARE BENEFIT PLAN.
ALLIANCE HEALTH, INC. of SOUTHBOROUGH, MA insures health, dental, vision, life and disability coverage for its employees, per Schedule A of its Form 5500. Its broker of record is VARIOUS AGENTS-PLEASE SEE ATTACHED. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 7 other carriers. The plan's most recent policy period ended in May.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 04-3468274 · plan 502 · plan year 2025, filed Mar 13, 2026
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127 other employer plans in Massachusetts have policy years ending in May. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
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
Also declared: death benefits, 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 13 insured contracts covering health, dental, vision, life and disability; the largest, with UNITEDHEALTHCARE INSURANCE COMPANY, covers 330 people.
Reported premium across the insured contracts is $6,006,961, with $236,713 in disclosed broker commissions — about 3.9% of premium.
The most recent policy period ended in May, and the plan year ends May 31. Group contracts typically renew on that annual cycle.
VARIOUS AGENTS-PLEASE SEE ATTACHED is the broker of record on 1 of the 13 contracts; the rest name a different broker or none.
8 carriers appear on the filing, including UNITEDHEALTHCARE INSURANCE COMPANY, COLONIAL LIFE & ACCIDENT INSURANCE COMPANY, HARVARD PILGRIM HEALTH CARE and BLUE SHIELD OF CALIFORNIA. UNITEDHEALTHCARE INSURANCE COMPANY writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | Disability | 288 | Jun 1, 2025 | $427,068 | $96,908 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health, Dental | 330 | Jun 1, 2025 | $4,377,797 | $90,457 |
| BLUE SHIELD OF CALIFORNIA | Health | 24 | Jun 1, 2025 | $226,535 | $11,278 |
| HARVARD PILGRIM HEALTH CARE | Health | 46 | Jun 1, 2025 | $356,068 | $10,847 |
| HARVARD PILGRIM HEALTH CARE | Health | 25 | Jun 1, 2025 | $288,258 | $8,670 |
| ALTUS DENTAL INSURANCE COMPANY, INC. | Dental | 123 | Jun 1, 2025 | $63,510 | $4,065 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Disability | 63 | Jun 1, 2025 | $40,901 | $4,045 |
| HARVARD PILGRIM HEALTH CARE | Health | 15 | Jun 1, 2025 | $110,329 | $3,912 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Life | 266 | Jun 1, 2025 | $63,232 | $3,211 |
| ESI EMPLOYEE ASSISTANCE GROUP | — | 236 | Jun 1, 2025 | $23,090 | $1,155 |
| VISION SERVICE PLAN | Vision | 229 | Jun 1, 2025 | $18,700 | $1,041 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Disability | 12 | Jun 1, 2025 | $5,407 | $595 |
| VISION SERVICE PLAN | Vision | 0 | Jun 1, 2025 | $6,066 | $529 |
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
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