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 7 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 Aug 2026
Plan brief
Schedule A lists 11 insured contracts covering health, dental, vision, life and disability; the largest, with BLUE CROSS OF CALIFORNIA, covers 355 people.
Reported premium across the insured contracts is $6,923,128, with $353,958 in disclosed broker commissions — about 5.1% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
MARSH & MCLENNAN AGENCY LLC is the broker of record on 6 of the 11 contracts; the rest name a different broker or none.
8 carriers appear on the filing — BLUE CROSS OF CALIFORNIA, ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN INC and CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES among them — with BLUE CROSS OF CALIFORNIA writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| BLUE CROSS OF CALIFORNIA | Health | 355 | December | $2,902,050 | $192,679 |
| ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | Health | 148 | December | $1,562,269 | $51,346 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | Dental | 474 | December | $429,701 | $29,808 |
| KAISER FOUNDATION HEALTH PLAN INC | Health | 71 | December | $707,602 | $19,675 |
| KAISER FOUNDATION HEALTH PLAN INC | Health | 78 | December | $732,358 | $19,151 |
| PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | Life | 146 | December | $65,824 | $14,116 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 315 | December | $66,733 | $12,833 |
| ARMADACARE | Health, Dental, Vision | 28 | December | $278,323 | $3,913 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life | 59 | December | $23,810 | $3,571 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 1,539 | December | $57,136 | $3,455 |
| VISION SERVICE PLAN | Vision | 399 | December | $97,322 | $3,411 |
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