Form 5500 · Employee benefit plan · SANTA ANA, CA
ITERIS, INC.
ITERIS, INC. of SANTA ANA, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is MARSH AND MCLENNAN AGENCY, LLC. Coverage is written through RELIANCE STANDARD LIFE INSURANCE COMPANY and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 95-2588496 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Life, Disability | 462 | December | $21,967 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health, Vision | 27 | December | $8,702 |
| GROUP HEALTH COOPERATIVE OF SOUTHERN CENTRAL WISCONSIN | Health | 9 | December | $2,160 |
| ZURICH AMERICAN INSURANCE COMPANY | — | 485 | December | $312 |
| PRE-PAID LEGAL SERVICES INC DBA LEGAL SHIELD | — | 3 | December | $118 |
Questions
Who is ITERIS, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, ITERIS, INC.'s broker of record is MARSH AND MCLENNAN AGENCY, LLC.
What insurance carrier does ITERIS, INC. use?
ITERIS, INC.'s benefit plan is written through RELIANCE STANDARD LIFE INSURANCE COMPANY, among 5 disclosed carriers.
When does ITERIS, INC.'s group plan renew?
The most recent Schedule A policy period for ITERIS, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from ITERIS, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.