Form 5500 · Employee benefit plan · ORANGE, CA
INVESTMENT CONCEPTS, INC.
INVESTMENT CONCEPTS, INC. of ORANGE, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is MCGRIFF INSURANCE SERVICES INC. Coverage is written through ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in April.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 95-2579665 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | Health | 183 | April | $53,387 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Dental, Life | 84 | April | $9,545 |
| VISION SERVICE PLAN | Vision | 135 | April | $1,236 |
Questions
Who is INVESTMENT CONCEPTS, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, INVESTMENT CONCEPTS, INC.'s broker of record is MCGRIFF INSURANCE SERVICES INC.
What insurance carrier does INVESTMENT CONCEPTS, INC. use?
INVESTMENT CONCEPTS, INC.'s benefit plan is written through ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY, among 3 disclosed carriers.
When does INVESTMENT CONCEPTS, INC.'s group plan renew?
The most recent Schedule A policy period for INVESTMENT CONCEPTS, INC. ended in April. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from INVESTMENT CONCEPTS, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.