Form 5500 · Employee benefit plan · ESCONDIDO, CA
X3 MANAGEMENT SERVICES
Public Form 5500 records show how X3 MANAGEMENT SERVICES (ESCONDIDO, CA) structures its employee benefits. Its broker of record is CMR RISK & INSURANCE SERVICES, INC.. Coverage is written through AETNA HEALTH OF CALIFORNIA and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-4013564 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| AETNA HEALTH OF CALIFORNIA | Health | 44 | December | $25,709 |
| AETNA HEALTH OF CALIFORNIA | Health | 71 | December | $21,517 |
| GUARDIAN | Dental, Vision, Life | 76 | December | $8,141 |
| KAISER FOUNDATION HEALTH PLAN INC | Health | 0 | December | $1,089 |
Questions
Who is X3 MANAGEMENT SERVICES's benefits broker?
Per its most recent Form 5500 Schedule A, X3 MANAGEMENT SERVICES's broker of record is CMR RISK & INSURANCE SERVICES, INC..
What insurance carrier does X3 MANAGEMENT SERVICES use?
X3 MANAGEMENT SERVICES's benefit plan is written through AETNA HEALTH OF CALIFORNIA, among 4 disclosed carriers.
When does X3 MANAGEMENT SERVICES's group plan renew?
The most recent Schedule A policy period for X3 MANAGEMENT SERVICES ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from X3 MANAGEMENT SERVICES's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.