Form 5500 · Employee benefit plan · SANTA ANA, CA
FINANCIAL STATEMENT SERVICES, INC.
Public Form 5500 records show how FINANCIAL STATEMENT SERVICES, INC. (SANTA ANA, CA) structures its employee benefits. Its broker of record is RSC INSURANCE BROKERAGE INC. Coverage is written through CALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA) and 5 other carriers. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 33-0032400 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| CALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA) | Health | 394 | June | $28,647 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Dental | 202 | June | $20,590 |
| RELIASTAR LIFE INSURANCE COMPANY | Life, Disability | 320 | June | $13,364 |
| VISION SERVICE PLAN | Vision | 200 | June | $3,095 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Disability | 11 | June | $1,917 |
| HOLMAN PROFESSIONAL COUNSELING CENTERS | — | 213 | June | $304 |
Questions
Who is FINANCIAL STATEMENT SERVICES, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, FINANCIAL STATEMENT SERVICES, INC.'s broker of record is RSC INSURANCE BROKERAGE INC.
What insurance carrier does FINANCIAL STATEMENT SERVICES, INC. use?
FINANCIAL STATEMENT SERVICES, INC.'s benefit plan is written through CALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA), among 6 disclosed carriers.
When does FINANCIAL STATEMENT SERVICES, INC.'s group plan renew?
The most recent Schedule A policy period for FINANCIAL STATEMENT 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 FINANCIAL STATEMENT SERVICES, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.