Form 5500 · Employee benefit plan · SAN FRANCISCO, CA
PLANISWARE USA, INC.
PLANISWARE USA, INC. of SAN FRANCISCO, 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 AETNA LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-3371445 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY | Health | 211 | December | $94,823 |
| PRUDENTIAL INSURANCE COMPANY OF AMERICA | Life, Disability | 160 | December | $6,905 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, Life, Disability | 120 | December | $900 |
Questions
Who is PLANISWARE USA, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, PLANISWARE USA, INC.'s broker of record is MARSH & MCLENNAN AGENCY, LLC.
What insurance carrier does PLANISWARE USA, INC. use?
PLANISWARE USA, INC.'s benefit plan is written through AETNA LIFE INSURANCE COMPANY, among 3 disclosed carriers.
When does PLANISWARE USA, INC.'s group plan renew?
The most recent Schedule A policy period for PLANISWARE USA, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from PLANISWARE USA, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.