Form 5500 · Employee benefit plan · SAN CLEMENTE, CA
CROSSOVER HEALTH MANAGEMENT SERVICES, INC
Public Form 5500 records show how CROSSOVER HEALTH MANAGEMENT SERVICES, INC (SAN CLEMENTE, CA) structures its employee benefits. Its broker of record is MERCER HEALTH & BENEFITS LLC. Coverage is written through METLIFE LEGAL PLANS and 6 other carriers. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 27-2210135 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| METLIFE LEGAL PLANS | — | 11 | August | $2,184 |
| METROPOLITAN GENERAL INSURANCE COMPANY | — | 11 | December | $1,075 |
| HEALTH AND HUMAN RESOURCE CENTER | — | 87 | December | $0 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life | 59 | December | $0 |
| HAWAII MEDICAL SERVICE ASSOCIATION | Health, Dental, Vision | 3 | June | $0 |
| AETNA BEHAVIORAL HEALTH, LLC | — | 118 | December | $0 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 190 | December | $0 |
Questions
Who is CROSSOVER HEALTH MANAGEMENT SERVICES, INC's benefits broker?
Per its most recent Form 5500 Schedule A, CROSSOVER HEALTH MANAGEMENT SERVICES, INC's broker of record is MERCER HEALTH & BENEFITS LLC.
What insurance carrier does CROSSOVER HEALTH MANAGEMENT SERVICES, INC use?
CROSSOVER HEALTH MANAGEMENT SERVICES, INC's benefit plan is written through METLIFE LEGAL PLANS, among 7 disclosed carriers.
When does CROSSOVER HEALTH MANAGEMENT SERVICES, INC's group plan renew?
The most recent Schedule A policy period for CROSSOVER HEALTH MANAGEMENT SERVICES, INC ended in June. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from CROSSOVER HEALTH MANAGEMENT SERVICES, INC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.