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Form 5500 · Employee benefit plan · SAN MATEO, CA

ALLIANCE, INC.

The filing calls this plan ALLIANCE, INC. HEALTH & WELFARE PLAN.

ALLIANCE, INC. of SAN MATEO, CA insures health, vision, life and stop-loss coverage for its employees, per Schedule A of its Form 5500. Its broker of record is FCE BENEFIT ADMINISTRATORS, INC.. Coverage is written through FIDELITY SECURITY LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in December.

Benefits broker of record
FCE BENEFIT ADMINISTRATORS, INC.
Insurance carrier
FIDELITY SECURITY LIFE INSURANCE COMPANY
Policy year ends
Decemberas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 52-1277262 · plan 501 · plan year 2025, filed Sep 23, 2026

Get an email when this employer files a new Form 5500, and again about four months before its plan renews.

How this plan is funded

Self-funded as reported

The filing reports benefits paid from the plan's own money, and no medical insurance contract on Schedule A.

A stop-loss policy appears on a Form 5500 only when the plan itself is the beneficiary, or the premiums are paid from plan money. Many employers buy stop-loss and never report it here. So a plan with no stop-loss on its filing may still have it.

All participants at the start of the year
100
Active at start of year
100
Active at end of year
121
Disclosed commissions
$27,880
Typical renewal
January 1

Benefits declared on this filing

Healthinsured — FIDELITY SECURITY LIFE INSURANCE COMPANY142 of 100 participants
Dentaldeclared, no contract here says it covers this
Visioninsured — FIDELITY SECURITY LIFE INSURANCE COMPANY127 of 100 participants
Lifeinsured — RELIANCE STANDARD LIFE INSURANCE COMPANY114 of 100 participants
Disabilitydeclared, no contract here says it covers this

One contract on this filing does not say which benefits it covers, so a line above may be insured by it.

Also declared: death benefits.

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.

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 5 insured contracts covering health, vision, life and stop-loss; the largest, with FIDELITY SECURITY LIFE INSURANCE COMPANY, covers 117 people.

The filing declares health, vision, life, dental and disability. Dental and disability appear with no insured contract on Schedule A. That coverage may be self-funded, placed with a carrier that is not on this filing, or written on the contract here that does not say what it covers.

The medical plan carries stop-loss coverage: the filing reports the plan paying its own health claims, with insured protection against large ones.

Reported premium across the insured contracts is $308,232, with $27,880 in disclosed broker commissions — about 9% of premium.

The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
FIDELITY SECURITY LIFE INSURANCE COMPANYStop-loss117Jan 1, 2026$224,511$22,295
FIDELITY SECURITY LIFE INSURANCE COMPANYHealth142Jan 1, 2026$69,858$4,201
FIDELITY SECURITY LIFE INSURANCE COMPANYVision127Jan 1, 2026$6,516$649
RELIANCE STANDARD LIFE INSURANCE COMPANYLife114Jan 1, 2026$6,276$628
RELIANCE STANDARD LIFE INSURANCE COMPANY—114Jan 1, 2026$1,071$107

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.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
ALLIANCE, INC.
EIN 52-1277262
FCE BENEFIT ADMINISTRATORS, INC.
Claims processing · Contract administrator · Recordkeeping and information management · EIN 33-0330036
$126,147
paid directly by the plan
INEICH & COMPANY, LLP
Accounting and audit · EIN 56-2552172
$22,500
paid directly by the plan
CIGNA HEALTH AND LIFE INSURANCE
Named on Schedule C · EIN 59-1031071
$19,256
paid directly by the plan
FIDUCIARY PLAN MANAGEMENT SERVICES
Accounting and audit · Investment advisory · EIN 46-3922133
$12,845
paid directly by the plan
FCE FINANCIAL SERVICES, INC.
Claims processing · EIN 80-0636312
$9,124
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

Money the plan held and paid out

Plan assets at year end
$305,791
Paid out in benefits
$548,809
Paid to insurance carriersSchedule H, line 2e(2)
$343,858
Independent accountantEIN 56-2552172
INEICH & COMPANY, LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified
Audit fee
$22,500

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

These are the plan's own figures from Schedule H, the financial statement it files. They are not the premium on Schedule A.

Other plans filed by this employer

403(B) Retirement PlanRetirement plan · 1 Schedule A contract

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