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Form 5500 · Employee benefit plan · SOLVANG, CA

ALISAL PROPERTIES

Public Form 5500 records show how ALISAL PROPERTIES (SOLVANG, CA) structures its employee benefits. Its broker of record is HEFFERNAN INSURANCE BROKERS. Coverage is written through PRINCIPAL LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 95-2428546 · plan 501 · as of Jul 2026

Participants
245
Carriers on file
2
Disclosed commissions
$21,472
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
PRINCIPAL LIFE INSURANCE COMPANYDental, Vision, Life, Disability277December$21,408
UNUM LIFE INSURANCE COMPANY OF AMERICA14December$64

Questions

Who is ALISAL PROPERTIES's benefits broker?

Per its most recent Form 5500 Schedule A, ALISAL PROPERTIES's broker of record is HEFFERNAN INSURANCE BROKERS.

What insurance carrier does ALISAL PROPERTIES use?

ALISAL PROPERTIES's benefit plan is written through PRINCIPAL LIFE INSURANCE COMPANY, among 2 disclosed carriers.

When does ALISAL PROPERTIES's group plan renew?

The most recent Schedule A policy period for ALISAL PROPERTIES ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from ALISAL PROPERTIES's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.