Form 5500 · Employee benefit plan · BREA, CA
THE INNOVATION INSTITUTE
THE INNOVATION INSTITUTE'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 BLUE CROSS OF CALIFORNIA and 9 other carriers. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 90-0745066 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| BLUE CROSS OF CALIFORNIA | Health, Dental | 253 | June | $87,913 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 37 | June | $2,701 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 42 | June | $1,138 |
| PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | — | 24 | June | $684 |
| VISION SERVICE PLAN | Vision | 115 | June | $618 |
| PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | Life | 16 | June | $443 |
| FIRST UNUM LIFE INSURANCE COMPANY | — | 0 | June | $0 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Disability | 142 | June | $0 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life | 163 | June | $0 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life | 51 | June | $0 |
Questions
Who is THE INNOVATION INSTITUTE's benefits broker?
Per its most recent Form 5500 Schedule A, THE INNOVATION INSTITUTE's broker of record is ALLIANT INSURANCE SERVICES, INC..
What insurance carrier does THE INNOVATION INSTITUTE use?
THE INNOVATION INSTITUTE's benefit plan is written through BLUE CROSS OF CALIFORNIA, among 10 disclosed carriers.
When does THE INNOVATION INSTITUTE's group plan renew?
The most recent Schedule A policy period for THE INNOVATION INSTITUTE ended in June. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from THE INNOVATION INSTITUTE's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.