Form 5500 · Employee benefit plan · SAN DIEGO, CA
AFFINITY DEVELOPMENT GROUP
AFFINITY DEVELOPMENT GROUP's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through AETNA LIFE INSURANCE COMPANY and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 33-0900825 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY | Health, Dental, Vision | 381 | December | $68,116 |
| AETNA HEALTH OF CALIFORNIA, INC. | Health | 218 | December | $67,872 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life, Disability | 229 | December | $8,647 |
| AFLAC | Dental | 25 | December | $3,358 |
Questions
Who is AFFINITY DEVELOPMENT GROUP's benefits broker?
Per its most recent Form 5500 Schedule A, AFFINITY DEVELOPMENT GROUP's broker of record is LOCKTON COMPANIES, LLC.
What insurance carrier does AFFINITY DEVELOPMENT GROUP use?
AFFINITY DEVELOPMENT GROUP's benefit plan is written through AETNA LIFE INSURANCE COMPANY, among 4 disclosed carriers.
When does AFFINITY DEVELOPMENT GROUP's group plan renew?
The most recent Schedule A policy period for AFFINITY DEVELOPMENT GROUP ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from AFFINITY DEVELOPMENT GROUP's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.