Form 5500 · Employee benefit plan · DENVER, CO
SOLERA SENIOR MANAGEMENT
The filing calls this plan SOLERA SENIOR MANAGEMENT BENEFIT PLAN.
SOLERA SENIOR MANAGEMENT of DENVER, CO 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 1 other carrier. The plan's most recent policy period ended in August.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 83-3814730 · plan 501 · plan year 2025, filed May 11, 2026
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16 other employer plans in Colorado have policy years ending in August. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
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
Also declared: death benefits, other welfare.
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 3 insured contracts covering health, dental, vision, life and disability; the largest, with AETNA LIFE INSURANCE COMPANY, covers 570 people.
Reported premium across the insured contracts is $3,411,922, with $113,283 in disclosed broker commissions — about 3.3% of premium.
The most recent policy period ended in August, and the plan year ends August 31. Group contracts typically renew on that annual cycle.
MARSH & MCLENNAN AGENCY LLC is the broker of record on 2 of the 3 contracts; the rest name a different broker or none.
Two carriers split the book: AETNA LIFE INSURANCE COMPANY and AMERICAN UNITED LIFE INSURANCE COMPANY.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY | Health, Dental, Vision | 570 | Sep 1, 2025 | $3,080,171 | $102,467 |
| AMERICAN UNITED LIFE INSURANCE COMPANY | Life, Disability | 835 | Sep 1, 2025 | $239,601 | $10,150 |
| AETNA LIFE INSURANCE COMPANY | Health | 476 | Sep 1, 2025 | $92,150 | $666 |
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.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Reported to OSHA
Reported to OSHA for 2025: 877 employees, 45 recordable cases, 510 days away from work.
Source: OSHA Injury Tracking Application establishment data, 2025.
2 establishments filed under this EIN are left out of these figures: the hours and employees they reported could not both be right.
Other plans filed by this employer
How this plan compares
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Renewal calendar
16 other employer plans in Colorado are September 1 renewals (policy year ends August).
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