Form 5500 · Employee benefit plan · SAN DIEGO, CA
AMERICAN ASSETS TRUST
Public Form 5500 records show how AMERICAN ASSETS TRUST (SAN DIEGO, CA) structures its employee benefits. Its broker of record is ADVOCATE, INC.. Coverage is written through RELIANCE STANDARD LIFE INSURANCE COMPANY and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 27-3338894 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| RELIANCE STANDARD LIFE INSURANCE COMPANY | — | 82 | December | $9,988 |
| ARAG INSURANCE COMPANY | — | 120 | December | $1,860 |
| BLUE CROSS OF CALIFORNIA | Health, Dental, Vision | 371 | December | $0 |
| ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | Life, Disability | 236 | March | $0 |
| STANDARD INSURANCE COMPANY | Life, Disability | 238 | December | $0 |
Questions
Who is AMERICAN ASSETS TRUST's benefits broker?
Per its most recent Form 5500 Schedule A, AMERICAN ASSETS TRUST's broker of record is ADVOCATE, INC..
What insurance carrier does AMERICAN ASSETS TRUST use?
AMERICAN ASSETS TRUST's benefit plan is written through RELIANCE STANDARD LIFE INSURANCE COMPANY, among 5 disclosed carriers.
When does AMERICAN ASSETS TRUST's group plan renew?
The most recent Schedule A policy period for AMERICAN ASSETS TRUST ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from AMERICAN ASSETS TRUST's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.