Form 5500 · Employee benefit plan · NEWPORT BEACH, CA
CRM CO LLC
CRM CO LLC of NEWPORT BEACH, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is ALLIANT INSURANCE SERVICES, INC.. Coverage is written through AETNA LIFE INSURANCE COMPANY and 9 other carriers. The plan's most recent policy period ended in August.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 33-0789200 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY | Health, Dental, Vision | 145 | August | $35,192 |
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | — | 49 | August | $18,205 |
| AETNA HEALTH OF CALIFORNIA INC. | Health | 44 | August | $10,729 |
| CAPITAL DISTRICT PHYSICIANS HEALTH PLAN INC. | Health, Dental | 12 | February | $6,138 |
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | — | 22 | August | $5,296 |
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | — | 24 | August | $5,009 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 38 | August | $1,779 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 150 | August | $815 |
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | — | 1 | August | $97 |
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | — | 1 | August | $38 |
Questions
Who is CRM CO LLC's benefits broker?
Per its most recent Form 5500 Schedule A, CRM CO LLC's broker of record is ALLIANT INSURANCE SERVICES, INC..
What insurance carrier does CRM CO LLC use?
CRM CO LLC's benefit plan is written through AETNA LIFE INSURANCE COMPANY, among 10 disclosed carriers.
When does CRM CO LLC's group plan renew?
The most recent Schedule A policy period for CRM CO LLC ended in August. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from CRM CO LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.