Form 5500 · Employee benefit plan · SAN FRANCISCO, CA
PRIME FINANCE ADVISOR, L.P.
Public Form 5500 records show how PRIME FINANCE ADVISOR, L.P. (SAN FRANCISCO, CA) structures its employee benefits. Its broker of record is ALLIANT INSURANCE SERVICES INC. Coverage is written through METROPOLITAN LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 45-3831678 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| METROPOLITAN LIFE INSURANCE COMPANY | Dental, Vision, Life, Disability | 192 | December | $11,061 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 17 | December | $5,530 |
Questions
Who is PRIME FINANCE ADVISOR, L.P.'s benefits broker?
Per its most recent Form 5500 Schedule A, PRIME FINANCE ADVISOR, L.P.'s broker of record is ALLIANT INSURANCE SERVICES INC.
What insurance carrier does PRIME FINANCE ADVISOR, L.P. use?
PRIME FINANCE ADVISOR, L.P.'s benefit plan is written through METROPOLITAN LIFE INSURANCE COMPANY, among 2 disclosed carriers.
When does PRIME FINANCE ADVISOR, L.P.'s group plan renew?
The most recent Schedule A policy period for PRIME FINANCE ADVISOR, L.P. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from PRIME FINANCE ADVISOR, L.P.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.