Form 5500 · Employee benefit plan · MISSION VIEJO, CA
NORTH AMERICAN CLIENT SERVICES, INC.
NORTH AMERICAN CLIENT SERVICES, INC. of MISSION VIEJO, 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 BLUE CROSS OF CALIFORNIA and 9 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 88-0252963 · plan 503 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| BLUE CROSS OF CALIFORNIA | Health | 314 | December | $185,514 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Dental | 492 | December | $27,357 |
| KAISER FOUNDATION HEALTH PLAN INC | Health | 76 | December | $18,890 |
| KAISER FOUNDATION HEALTH PLAN INC | Health | 88 | December | $17,282 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 342 | December | $14,948 |
| PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | Life | 160 | December | $13,949 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 1,651 | December | $7,584 |
| ARMADACARE | Health, Dental, Vision | 33 | December | $5,400 |
| VISION SERVICE PLAN | Vision | 421 | December | $3,706 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life | 52 | December | $3,228 |
Questions
Who is NORTH AMERICAN CLIENT SERVICES, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, NORTH AMERICAN CLIENT SERVICES, INC.'s broker of record is MARSH & MCLENNAN AGENCY, LLC.
What insurance carrier does NORTH AMERICAN CLIENT SERVICES, INC. use?
NORTH AMERICAN CLIENT SERVICES, INC.'s benefit plan is written through BLUE CROSS OF CALIFORNIA, among 10 disclosed carriers.
When does NORTH AMERICAN CLIENT SERVICES, INC.'s group plan renew?
The most recent Schedule A policy period for NORTH AMERICAN CLIENT SERVICES, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from NORTH AMERICAN CLIENT SERVICES, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.