Form 5500 · Employee benefit plan · NEWPORT BEACH, CA
NEWPORT PACIFIC CAPITAL COMPANY, INC.
The filing calls this plan NEWPORT PACIFIC FLEXIBLE BENEFITS PLAN.
NEWPORT PACIFIC CAPITAL COMPANY, INC. of NEWPORT BEACH, CA is a 272-participant real estate employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is PCF INSURANCE SERVICES OF THE WEST. Coverage is written through AETNA HEALTH OF CALIFORNIA INC (A CALIFORNIA CORPORATION) and 4 other carriers. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 95-3510322 · plan 501 · plan year 2025, filed Dec 1, 2025
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605 other employer plans in California have policy years ending in June. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Fully insured as reported
The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
Benefits declared on this filing
Also declared: prepaid legal, death benefits.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 5 insured contracts covering health, dental, vision and life; the largest, with AETNA HEALTH OF CALIFORNIA INC (A CALIFORNIA CORPORATION), covers 101 people.
Reported premium across the insured contracts is $1,712,947, with $131,502 in disclosed broker commissions — about 7.7% of premium.
The most recent policy period ended in June, and the plan year ends June 30. Group contracts typically renew on that annual cycle.
PCF INSURANCE SERVICES OF THE WEST is the broker of record on all 5 contracts.
5 carriers appear on the filing, including AETNA HEALTH OF CALIFORNIA INC (A CALIFORNIA CORPORATION), AETNA LIFE INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY and FIDELITY SECURITY LIFE INSURANCE COMPANY. AETNA HEALTH OF CALIFORNIA INC (A CALIFORNIA CORPORATION) writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| AETNA HEALTH OF CALIFORNIA INC (A CALIFORNIA CORPORATION) | Health | 101 | Jul 1, 2025 | $1,153,707 | $87,148 |
| AETNA LIFE INSURANCE COMPANY | Health | 36 | Jul 1, 2025 | $474,978 | $35,981 |
| METROPOLITAN LIFE INSURANCE COMPANY | Dental, Life | 269 | Jul 1, 2025 | $62,212 | $6,502 |
| SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | Health, Dental | 79 | Jul 1, 2025 | $10,950 | $1,317 |
| FIDELITY SECURITY LIFE INSURANCE COMPANY | Vision | 165 | Jul 1, 2025 | $11,100 | $554 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Other plans filed by this employer
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Renewal calendar
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