Form 5500 · Employee benefit plan · SAN DIEGO, CA
TOWARD MAXIMUM INDEPENDENCE
Public Form 5500 records show how TOWARD MAXIMUM INDEPENDENCE (SAN DIEGO, CA) structures its employee benefits. Its broker of record is MARSH & MCLENNAN AGENCY, LLC. Coverage is written through BLUE CROSS OF CALIFORNIA and 7 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 33-0185759 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| BLUE CROSS OF CALIFORNIA | Health | 157 | December | $61,832 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Disability | 357 | December | $8,824 |
| ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | Dental | 188 | December | $5,989 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 99 | December | $3,280 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 359 | December | $2,341 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 51 | December | $1,346 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 55 | December | $852 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 21 | December | $579 |
Questions
Who is TOWARD MAXIMUM INDEPENDENCE's benefits broker?
Per its most recent Form 5500 Schedule A, TOWARD MAXIMUM INDEPENDENCE's broker of record is MARSH & MCLENNAN AGENCY, LLC.
What insurance carrier does TOWARD MAXIMUM INDEPENDENCE use?
TOWARD MAXIMUM INDEPENDENCE's benefit plan is written through BLUE CROSS OF CALIFORNIA, among 8 disclosed carriers.
When does TOWARD MAXIMUM INDEPENDENCE's group plan renew?
The most recent Schedule A policy period for TOWARD MAXIMUM INDEPENDENCE ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from TOWARD MAXIMUM INDEPENDENCE's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.