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Form 5500 · Employee benefit plan · IRVINE, CA

TAXRISE INC.

TAXRISE INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is DIGITAL INSURANCE LLC. Coverage is written through AETNA HEALTH, INC. and 3 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Insurance carrier
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 82-4065754 · plan 501 · as of Jul 2026

Participants
181
Carriers on file
4
Disclosed commissions
$59,731
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
AETNA HEALTH, INC.Health146December$21,076
AETNA LIFE INSURANCE COMPANYHealth67December$18,542
METROPOLITAN LIFE INSURANCE COMPANYDental, Vision, Life241December$17,936
SAFEGUARD HEALTH PLANS, INC.Dental94December$2,177

Questions

Who is TAXRISE INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, TAXRISE INC.'s broker of record is DIGITAL INSURANCE LLC.

What insurance carrier does TAXRISE INC. use?

TAXRISE INC.'s benefit plan is written through AETNA HEALTH, INC., among 4 disclosed carriers.

When does TAXRISE INC.'s group plan renew?

The most recent Schedule A policy period for TAXRISE INC. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from TAXRISE INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.