Form 5500 · Employee benefit plan · AGOURA HILLS, CA
ALBERT & MACKENZIE LLP
Public Form 5500 records show how ALBERT & MACKENZIE LLP (AGOURA HILLS, CA) structures its employee benefits. Its broker of record is CLEARPATH BENEFIT ADVISORS, LLC. Coverage is written through ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY and 6 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 82-1962454 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | Health, Dental | 285 | December | $154,321 |
| KAISER FOUNDATION HEALTH PLAN INC | Health | 100 | December | $45,506 |
| KAISER FOUNDATION HEALTH PLAN INC | Health | 32 | December | $10,921 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 367 | December | $8,963 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life | 140 | December | $3,974 |
| VISION SERVICE PLAN | Vision | 312 | December | $2,044 |
| KAISER FOUNDATION HEALTH PLAN INC | Health | 4 | December | $75 |
Questions
Who is ALBERT & MACKENZIE LLP's benefits broker?
Per its most recent Form 5500 Schedule A, ALBERT & MACKENZIE LLP's broker of record is CLEARPATH BENEFIT ADVISORS, LLC.
What insurance carrier does ALBERT & MACKENZIE LLP use?
ALBERT & MACKENZIE LLP's benefit plan is written through ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY, among 7 disclosed carriers.
When does ALBERT & MACKENZIE LLP's group plan renew?
The most recent Schedule A policy period for ALBERT & MACKENZIE LLP ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from ALBERT & MACKENZIE LLP's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.