Form 5500 · Employee benefit plan · NEWPORT BEACH, CA
SARES-REGIS OPERATING COMPANY, L.P.
SARES-REGIS OPERATING COMPANY, L.P. of NEWPORT BEACH, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is SULLIVAN CURTIS MONROE INS. SVCS.. Coverage is written through AETNA 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 33-0550001 · plan 501 · as of Aug 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY | Health, Dental, Vision | 1,543 | December | $8,232,205 | $224,048 |
| PRUDENTIAL INSURANCE COMPANY OF AMERICA | Life, Disability | 1,216 | December | $670,566 | $78,790 |
| AETNA HEALTH OF CALIFORNIA INC. | Health | 174 | December | $1,720,420 | $46,132 |
| KAISER FOUNDATION HEALTH PLAN INC | Health | 206 | December | $1,546,132 | $39,533 |
| KAISER FOUNDATION HEALTH PLAN INC | Health | 187 | December | $1,495,706 | $37,835 |
| METROPOLITAN GENERAL INSURANCE COMPANY | — | 83 | December | $21,756 | $2,201 |
| HEALTH ADVOCATE SOLUTIONS, INC. | — | 1,214 | December | $55,772 | $0 |
| METROPOLITAN LIFE INSURANCE COMPANY | — | 1 | December | $130 | — |
Questions
Who is SARES-REGIS OPERATING COMPANY, L.P.'s benefits broker?
Per its most recent Form 5500 Schedule A, SARES-REGIS OPERATING COMPANY, L.P.'s broker of record is SULLIVAN CURTIS MONROE INS. SVCS..
What insurance carrier does SARES-REGIS OPERATING COMPANY, L.P. use?
SARES-REGIS OPERATING COMPANY, L.P.'s benefit plan is written through AETNA LIFE INSURANCE COMPANY, among 8 disclosed carriers.
When does SARES-REGIS OPERATING COMPANY, L.P.'s group plan renew?
The most recent Schedule A policy period for SARES-REGIS OPERATING COMPANY, 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 SARES-REGIS OPERATING COMPANY, L.P.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.