Form 5500 · Employee benefit plan · COSTA MESA, CA
INSIGHT INVESTMENTS, LLC
INSIGHT INVESTMENTS, LLC of COSTA MESA, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is MERCER HEALTH & BENEFITS LLC. Coverage is written through CALIFORNIA PHYSICIANS' SERVICE and 9 other carriers. The plan's most recent policy period ended in October.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-3486721 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| CALIFORNIA PHYSICIANS' SERVICE | Health | 92 | October | $58,959 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 104 | October | $36,973 |
| DELTA DENTAL OF CALIFORNIA | Dental | 426 | October | $11,297 |
| PRESBYTERIAN HEALTH PLAN INC. | Health | 22 | October | $6,446 |
| STANDARD INSURANCE COMPANY | Life | 272 | October | $3,707 |
| KAISER FOUNDATION HEALTH PLAN OF COLORADO | Health | 10 | December | $2,431 |
| ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | Life | 289 | January | $1,927 |
| VISION SERVICE PLAN | Vision | 222 | October | $1,572 |
| DELTA DENTAL OF CALIFORNIA | Dental | 36 | October | $311 |
| ANTHEM LIFE INSURANCE COMPANY | Life | 291 | March | $0 |
Questions
Who is INSIGHT INVESTMENTS, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, INSIGHT INVESTMENTS, LLC's broker of record is MERCER HEALTH & BENEFITS LLC.
What insurance carrier does INSIGHT INVESTMENTS, LLC use?
INSIGHT INVESTMENTS, LLC's benefit plan is written through CALIFORNIA PHYSICIANS' SERVICE, among 10 disclosed carriers.
When does INSIGHT INVESTMENTS, LLC's group plan renew?
The most recent Schedule A policy period for INSIGHT INVESTMENTS, LLC ended in October. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from INSIGHT INVESTMENTS, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.