Form 5500 · Employee benefit plan · NEWPORT BEACH, CA
SCOTT D. BORAS, INC. DBA BORAS CORPORATION
The filing calls this plan SCOTT D. BORAS, INC. DBA BORAS CORPORATION HEALTH AND WELFARE PLAN.
Public Form 5500 records show how SCOTT D. BORAS, INC. DBA BORAS CORPORATION of NEWPORT BEACH, CA, a arts, entertainment and recreation employer, structures its employee benefits. Its broker of record is ACRISURE OF CALIFORNIA LLC. Coverage is written through AETNA LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in November.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 36-3337958 · plan 501 · plan year 2025, filed Mar 10, 2026
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How this plan is funded
Fully insured as reported
The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
Benefits declared on this filing
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 6 insured contracts covering health, dental, vision, life and disability; the largest, with AETNA LIFE INSURANCE COMPANY, covers 233 people.
Reported premium across the insured contracts is $2,199,369, with $123,338 in disclosed broker commissions — about 5.6% of premium.
The most recent policy period ended in November, and the plan year ends November 30. Group contracts typically renew on that annual cycle.
ACRISURE OF CALIFORNIA LLC is the broker of record on all 6 contracts.
3 carriers appear on the filing, including AETNA LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN, INC. and UNITED OF OMAHA LIFE INSURANCE COMPANY. AETNA LIFE INSURANCE COMPANY writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY | Health, Dental, Vision | 233 | Dec 1, 2025 | $2,033,336 | $107,157 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Disability | 70 | Dec 1, 2025 | $42,930 | $6,439 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 14 | Dec 1, 2025 | $85,076 | $4,285 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 75 | Dec 1, 2025 | $28,313 | $4,247 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Disability | 27 | Dec 1, 2025 | $7,247 | $1,087 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 130 | Dec 1, 2025 | $2,467 | $123 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Other plans filed by this employer
How this plan compares
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