Form 5500 · Employee benefit plan · SAN DIEGO, CA
K2 INSURANCE SERVICES, LLC
K2 INSURANCE SERVICES, LLC of SAN DIEGO, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is MARSH & MCLENNAN AGENCY, LLC. Coverage is written through CAPITAL ADVANTAGE ASSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 37-1643563 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| CAPITAL ADVANTAGE ASSURANCE COMPANY | Health, Dental, Vision | 916 | December | $203,825 |
| HARTFORD LIFE AND ACCIDENT | Life, Disability | 511 | December | $37,214 |
Questions
Who is K2 INSURANCE SERVICES, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, K2 INSURANCE SERVICES, LLC's broker of record is MARSH & MCLENNAN AGENCY, LLC.
What insurance carrier does K2 INSURANCE SERVICES, LLC use?
K2 INSURANCE SERVICES, LLC's benefit plan is written through CAPITAL ADVANTAGE ASSURANCE COMPANY, among 2 disclosed carriers.
When does K2 INSURANCE SERVICES, LLC's group plan renew?
The most recent Schedule A policy period for K2 INSURANCE SERVICES, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from K2 INSURANCE SERVICES, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.