Form 5500 · Employee benefit plan · CORONA, CA
INDEPENDENT OPTIONS, INC.
Public Form 5500 records show how INDEPENDENT OPTIONS, INC. (CORONA, CA) structures its employee benefits. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through KAISER FOUNDATION HEALTH PLAN, INC. and 5 other carriers. The plan's most recent policy period ended in January.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 33-0048519 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 174 | January | $81,294 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | Dental | 156 | January | $10,797 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 281 | January | $4,859 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | — | 31 | January | $4,024 |
| EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | Vision | 215 | January | $1,942 |
| ACI SPECIALTY BENEFITS | — | 149 | January | $0 |
Questions
Who is INDEPENDENT OPTIONS, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, INDEPENDENT OPTIONS, INC.'s broker of record is LOCKTON COMPANIES, LLC.
What insurance carrier does INDEPENDENT OPTIONS, INC. use?
INDEPENDENT OPTIONS, INC.'s benefit plan is written through KAISER FOUNDATION HEALTH PLAN, INC., among 6 disclosed carriers.
When does INDEPENDENT OPTIONS, INC.'s group plan renew?
The most recent Schedule A policy period for INDEPENDENT OPTIONS, INC. ended in January. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from INDEPENDENT OPTIONS, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.