Form 5500 · Employee benefit plan · SAN DIEGO, CA
PURE FINANCIAL ADVISORS, LLC
PURE FINANCIAL ADVISORS, 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 CIGNA HEALTH AND 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 81-3149057 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health | 103 | December | $53,973 |
| PRINCIPAL LIFE INSURANCE COMPANY | Dental, Vision, Life, Disability | 249 | December | $15,404 |
| KAISER FOUNDATION HEALTH PLAN INC | Health | 43 | December | $14,219 |
Questions
Who is PURE FINANCIAL ADVISORS, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, PURE FINANCIAL ADVISORS, LLC's broker of record is ALLIANT INSURANCE SERVICES, INC..
What insurance carrier does PURE FINANCIAL ADVISORS, LLC use?
PURE FINANCIAL ADVISORS, LLC's benefit plan is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY, among 3 disclosed carriers.
When does PURE FINANCIAL ADVISORS, LLC's group plan renew?
The most recent Schedule A policy period for PURE FINANCIAL ADVISORS, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from PURE FINANCIAL ADVISORS, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.