Form 5500 · Employee benefit plan · NEWPORT BEACH, CA
ANZA MANAGEMENT COMPANY
The filing calls this plan ANZA MANAGEMENT EMPLOYEE GROUP INSURANCE BENEFITS.
ANZA MANAGEMENT COMPANY of NEWPORT BEACH, CA spreads its employee benefits across 5 insurance carriers, according to its Form 5500 Schedule A. Its broker of record is NEW CITY EXECUTIVE INS SERVICES. Coverage is written through AETNA HEALTH, INC. and 4 other carriers. The plan's most recent policy period ended in August.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 95-2972772 · plan 502 · plan year 2025, filed Feb 12, 2026
Get an email when this employer files a new Form 5500, and again about four months before its plan renews.
281 other employer plans in California have policy years ending in August. 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.
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 5 insured contracts covering health, dental, vision, life and disability; the largest, with AETNA HEALTH, INC., covers 391 people.
Reported premium across the insured contracts is $2,833,645, with $122,899 in disclosed broker commissions — about 4.3% of premium.
The most recent policy period ended in August, and the plan year ends August 31. Group contracts typically renew on that annual cycle.
NEW CITY EXECUTIVE INS SERVICES is the broker of record on 4 of the 5 contracts; the rest name a different broker or none.
5 carriers appear on the filing, including AETNA HEALTH, INC., HEALTH PLAN OF NEVADA, UNITED OF OMAHA LIFE INSURANCE COMPANY and AETNA LIFE INSURANCE COMPANY. AETNA HEALTH, INC. writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| AETNA HEALTH, INC. | Health | 391 | Sep 1, 2025 | $2,317,022 | $92,104 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Vision, Life, Disability | 548 | Sep 1, 2025 | $199,010 | $18,257 |
| HEALTH PLAN OF NEVADA | Health | 66 | Sep 1, 2025 | $217,682 | $7,634 |
| AETNA LIFE INSURANCE COMPANY | Health | 7 | Sep 1, 2025 | $79,613 | $3,035 |
| SAFEGUARD HEALTH PLANS, INC. | Dental | 180 | Sep 1, 2025 | $20,318 | $1,869 |
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.
Reported to OSHA
Reported to OSHA for 2025: 258 employees, 49 recordable cases, 850 days away from work.
Source: OSHA Injury Tracking Application establishment data, 2025.
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Renewal calendar
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