Form 5500 · Employee benefit plan · SAN MARCOS, CA
HEALTHSMART MANAGEMENT SERVICES ORGANIZATION INC
Public Form 5500 records show how HEALTHSMART MANAGEMENT SERVICES ORGANIZATION INC (SAN MARCOS, CA) structures its employee benefits. Its broker of record is JACARANDA INSURANCE AGENCY INC. Coverage is written through BLUE CROSS OF CALIFORNIA and 4 other carriers. The plan's most recent policy period ended in October.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 93-1209030 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| BLUE CROSS OF CALIFORNIA | Health, Dental | 212 | October | $199,739 |
| PRINCIPAL LIFE INSURANCE COMPANY | Life | 149 | October | $4,687 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Disability | 86 | October | $3,833 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 90 | October | $1,785 |
| ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | Vision | 196 | October | $0 |
Questions
Who is HEALTHSMART MANAGEMENT SERVICES ORGANIZATION INC's benefits broker?
Per its most recent Form 5500 Schedule A, HEALTHSMART MANAGEMENT SERVICES ORGANIZATION INC's broker of record is JACARANDA INSURANCE AGENCY INC.
What insurance carrier does HEALTHSMART MANAGEMENT SERVICES ORGANIZATION INC use?
HEALTHSMART MANAGEMENT SERVICES ORGANIZATION INC's benefit plan is written through BLUE CROSS OF CALIFORNIA, among 5 disclosed carriers.
When does HEALTHSMART MANAGEMENT SERVICES ORGANIZATION INC's group plan renew?
The most recent Schedule A policy period for HEALTHSMART MANAGEMENT SERVICES ORGANIZATION INC ended in October. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from HEALTHSMART MANAGEMENT SERVICES ORGANIZATION INC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.