Form 5500 · Employee benefit plan · CALIFORNIA, MD
AM PIERCE & ASSOCIATES, INC.
AM PIERCE & ASSOCIATES, INC. of CALIFORNIA, MD is a 137-participant professional services employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is HOWARD W PHILLIPS & CO. Coverage is written through GUARDIAN. The plan's most recent policy period ended in November.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 26-1231257 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 1 insured contract covering dental, vision, life and disability; the largest, with GUARDIAN, covers 136 people.
Reported premium across the insured contracts is $332,883, with $46,952 in disclosed broker commissions — about 14% of premium.
The most recent policy period ended in November, and the plan year ends November 30. Group contracts typically renew on that annual cycle.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| GUARDIAN | Dental, Vision, Life, Disability | 136 | November | $332,883 | $46,952 |
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