Form 5500 · Employee benefit plan · IRVINE, CA
OAKMONT MANAGEMENT GROUP LLC
OAKMONT MANAGEMENT GROUP LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is ALLIANT INSURANCE SERVICES INC. Coverage is written through PRINCIPAL LIFE INSURANCE COMPANY and 7 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 46-1228206 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Dental, Life | 5,852 | December | $188,762 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 1,880 | December | $183,178 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | — | 6,066 | December | $28,478 |
| EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | Vision | 2,548 | December | $24,279 |
| WESTERN HEALTH ADVANTAGE | Health | 73 | December | $22,241 |
| PREMIER ACCESS INSURANCE COMPANY | Dental | 538 | December | $1,716 |
| HAWAII MEDICAL SERVICE ASSOCIATION | Health, Dental, Vision | 111 | December | $0 |
| CALIFORNIA DENTAL NETWORK INC | Dental | 6,066 | September | $0 |
Questions
Who is OAKMONT MANAGEMENT GROUP LLC's benefits broker?
Per its most recent Form 5500 Schedule A, OAKMONT MANAGEMENT GROUP LLC's broker of record is ALLIANT INSURANCE SERVICES INC.
What insurance carrier does OAKMONT MANAGEMENT GROUP LLC use?
OAKMONT MANAGEMENT GROUP LLC's benefit plan is written through PRINCIPAL LIFE INSURANCE COMPANY, among 8 disclosed carriers.
When does OAKMONT MANAGEMENT GROUP LLC's group plan renew?
The most recent Schedule A policy period for OAKMONT MANAGEMENT GROUP LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from OAKMONT MANAGEMENT GROUP LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.