Form 5500 · Employee benefit plan · RANCHO CUCAMONGA, CA
JONES COVEY GROUP
Public Form 5500 records show how JONES COVEY GROUP (RANCHO CUCAMONGA, CA) structures its employee benefits. Its broker of record is BROWN & BROWN INSURANCE SERVICES IN. Coverage is written through AETNA LIFE INSURANCE CO. and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 33-0972369 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| AETNA LIFE INSURANCE CO. | Health, Dental, Vision | 269 | December | $13,006 |
| AETNA HEALTH OF CALIFORNIA INC. | — | 154 | December | $10,734 |
| ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | — | 324 | December | $1,371 |
Questions
Who is JONES COVEY GROUP's benefits broker?
Per its most recent Form 5500 Schedule A, JONES COVEY GROUP's broker of record is BROWN & BROWN INSURANCE SERVICES IN.
What insurance carrier does JONES COVEY GROUP use?
JONES COVEY GROUP's benefit plan is written through AETNA LIFE INSURANCE CO., among 3 disclosed carriers.
When does JONES COVEY GROUP's group plan renew?
The most recent Schedule A policy period for JONES COVEY GROUP ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from JONES COVEY GROUP's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.