Form 5500 · Employee benefit plan · LOS ANGELES, CA
CIM GROUP, L.P.
The filing calls this plan CIM GROUP, LP.
CIM GROUP, L.P. of LOS ANGELES, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is MERCER HEALTH AND BENEFITS, LLC. Coverage is written through AETNA LIFE INSURANCE COMPANY and 9 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 95-4799326 · plan 501 · plan year 2025, filed Jul 20, 2026
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5,257 other employer plans in California have policy years ending in December. 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: prepaid legal, 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 14 insured contracts covering health, dental, vision, life and disability; the largest, with AETNA LIFE INSURANCE COMPANY, covers 1,792 people.
Reported premium across the insured contracts is $18,610,675, with $321,021 in disclosed broker commissions — about 1.7% 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.
MERCER HEALTH AND BENEFITS, LLC is the broker of record on 10 of the 14 contracts; the rest name a different broker or none.
10 carriers appear on the filing, including AETNA LIFE INSURANCE COMPANY, AETNA HEALTH, INC., STANDARD INSURANCE COMPANY and VISION SERVICE PLAN. AETNA LIFE INSURANCE COMPANY writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY | Health, Dental | 1,792 | Jan 1, 2026 | $16,474,481 | $229,511 |
| METROPOLITAN LIFE INSURANCE COMPANY | — | 799 | Jan 1, 2026 | $120,821 | $28,709 |
| METROPOLITAN LIFE INSURANCE COMPANY | — | 263 | Jan 1, 2026 | $80,360 | $18,897 |
| STANDARD INSURANCE COMPANY | Life | 1,214 | Jan 1, 2026 | $341,871 | $11,756 |
| AETNA LIFE INSURANCE COMPANY | Health, Dental, Vision | 22 | Jan 1, 2026 | $100,825 | $9,655 |
| AETNA HEALTH, INC. | Health | 72 | Jan 1, 2026 | $602,250 | $7,265 |
| STANDARD INSURANCE COMPANY | Disability | 1,008 | Jan 1, 2026 | $321,448 | $5,190 |
| STANDARD INSURANCE COMPANY | Disability | 1,008 | Jan 1, 2026 | $306,400 | $5,089 |
| METROPOLITAN GENERAL INSURANCE COMPANY | — | 120 | Jan 1, 2026 | $48,152 | $3,851 |
| AETNA INTERNATIONAL | — | 15 | Jan 1, 2026 | $5,369 | $805 |
| AFLAC | Disability | 2 | Jan 1, 2026 | $2,856 | $293 |
| VISION SERVICE PLAN | Vision | 1,646 | Jan 1, 2026 | $148,593 | $0 |
| JOURNEY MEDITATION, INC. | — | 930 | Jan 1, 2026 | $47,191 | $0 |
| HEALTH ADVOCATE SOLUTIONS, INC. | — | 1,143 | Jan 1, 2026 | $10,058 | $0 |
Premium and claims on these contracts
STANDARD INSURANCE COMPANY, contract 138323. For the contract year on this filing, the carrier reported $341,871 in premium earned and $342,705 in claims incurred. Dividing one by the other gives 100%.
STANDARD INSURANCE COMPANY, contract 138323. For the contract year on this filing, the carrier reported $321,448 in premium earned and $319,651 in claims incurred. Dividing one by the other gives 99%.
STANDARD INSURANCE COMPANY, contract 138323. For the contract year on this filing, the carrier reported $306,400 in premium earned and $-80,974 in claims incurred. Dividing one by the other gives -26%.
- STANDARD INSURANCE COMPANY, contract 138323 reported $86,947 in retention.
- STANDARD INSURANCE COMPANY, contract 138323 reported $123,281 in retention.
- STANDARD INSURANCE COMPANY, contract 138323 reported $402,438 in retention.
Retention is what the carrier kept of the premium after claims, as reported: administration, commissions and other charges.
Only experience-rated contracts report these figures, so most filings leave them blank.
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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