Benefits broker of record · PACIFIC PALISADES, CA
LORI ANN COLEMAN
LORI ANN COLEMAN of PACIFIC PALISADES, CA is named as the broker of record on 2 insurance contracts in public Form 5500 Schedule A filings.
Book profile
LORI ANN COLEMAN brokers 2 insured contracts for 2 employers, all in California.
Health is the largest line (2 contracts), followed by dental (1), vision (1).
BLUE OF CALIFORNIA - CALIFORNIA PHYSICIANS' SERVICE writes the most contracts in the book (1, about 50%); UNITEDHEALTHCARE INSURANCE COMPANY follow.
Renewals concentrate on January 1: 100% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
- BLUE OF CALIFORNIA - CALIFORNIA PHYSICIANS' SERVICE1
- UNITEDHEALTHCARE INSURANCE COMPANY1
Counted by each employer's own state. Largest first.
Contracts by line.
health 2 · dental 1 · vision 1
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
- J
- F
- M
- A
- M
- J
- J
- A
- S
- O
- N
- D
Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| CALIFORNIA SPECIALTY PHARMACY, INC. | WHITTIER, CA | BLUE OF CALIFORNIA - CALIFORNIA PHYSICIANS' SERVICE | Jan 1FY2025 |
| BRIDGE GROUP HH, INC. | SAN DIEGO, CA | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2025 |
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan year 2025 on this page)
Claude & ChatGPT
Look up records from Claude or ChatGPT
Add Form5500Lookup to Claude or ChatGPT and ask about any employer, broker or carrier in plain English. Lookups are free. Renewal lists, full books of business and exports are included with a subscription.
Building a list or a tool from these records? Match a list you already have from $29 per 1,000 records, or license the whole dataset as a weekly file for $499 a month. See both