Form 5500 · Employee benefit plan · FULLERTON, CA
A. J. KIRKWOOD & ASSOCIATES, INC.
A. J. KIRKWOOD & ASSOCIATES, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is MDX FINANCIAL SERVICES. Coverage is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA and 7 other carriers. The plan's most recent policy period ended in March.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 33-0707710 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision | 240 | March | $8,522 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Life | 299 | March | $5,794 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | — | 135 | March | $4,236 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | — | 74 | March | $3,541 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | — | 139 | March | $2,112 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | — | 272 | March | $1,803 |
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | — | 3 | March | $578 |
| AFLAC | Life | 1 | March | $135 |
Questions
Who is A. J. KIRKWOOD & ASSOCIATES, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, A. J. KIRKWOOD & ASSOCIATES, INC.'s broker of record is MDX FINANCIAL SERVICES.
What insurance carrier does A. J. KIRKWOOD & ASSOCIATES, INC. use?
A. J. KIRKWOOD & ASSOCIATES, INC.'s benefit plan is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, among 8 disclosed carriers.
When does A. J. KIRKWOOD & ASSOCIATES, INC.'s group plan renew?
The most recent Schedule A policy period for A. J. KIRKWOOD & ASSOCIATES, INC. ended in March. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from A. J. KIRKWOOD & ASSOCIATES, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.