Form 5500 · Employee benefit plan · MISSION VIEJO, CA
INTELLISURVEY
INTELLISURVEY's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is VENTURE PACIFIC INS SERVICES INC. Coverage is written through PRINCIPAL LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in January.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 33-0973672 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Dental, Vision, Life, Disability | 242 | December | $22,295 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health | 252 | January | $6,921 |
Questions
Who is INTELLISURVEY's benefits broker?
Per its most recent Form 5500 Schedule A, INTELLISURVEY's broker of record is VENTURE PACIFIC INS SERVICES INC.
What insurance carrier does INTELLISURVEY use?
INTELLISURVEY's benefit plan is written through PRINCIPAL LIFE INSURANCE COMPANY, among 2 disclosed carriers.
When does INTELLISURVEY's group plan renew?
The most recent Schedule A policy period for INTELLISURVEY ended in January. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from INTELLISURVEY's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.