Form 5500 · Employee benefit plan · CERRITOS, CA
ATKINSON, ANDELSON, LOYA, RUUD AND ROMO
Public Form 5500 records show how ATKINSON, ANDELSON, LOYA, RUUD AND ROMO (CERRITOS, CA) structures its employee benefits. Its broker of record is BOLTON & COMPANY. Coverage is written through AETNA LIFE INSURANCE CO. and 12 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 95-3378600 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| AETNA LIFE INSURANCE CO. | Health, Dental | 588 | December | $85,333 |
| AETNA HEALTH, INC. | Health | 257 | December | $85,238 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 278 | December | $57,119 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 126 | December | $37,799 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 74 | December | $20,756 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life | 114 | December | $7,247 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Disability | 67 | December | $4,196 |
| VISION SERVICE PLAN | Vision | 274 | December | $3,407 |
| UNUM INSURANCE COMPANY | — | 44 | December | $2,695 |
| UNUM INSURANCE COMPANY | — | 60 | December | $1,488 |
| UNUM INSURANCE COMPANY | — | 31 | December | $1,477 |
| PRE-PAID LEGAL SERVICES INC. DBA LEGALSHIELD | — | 44 | December | $849 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 12 | December | $732 |
Questions
Who is ATKINSON, ANDELSON, LOYA, RUUD AND ROMO's benefits broker?
Per its most recent Form 5500 Schedule A, ATKINSON, ANDELSON, LOYA, RUUD AND ROMO's broker of record is BOLTON & COMPANY.
What insurance carrier does ATKINSON, ANDELSON, LOYA, RUUD AND ROMO use?
ATKINSON, ANDELSON, LOYA, RUUD AND ROMO's benefit plan is written through AETNA LIFE INSURANCE CO., among 13 disclosed carriers.
When does ATKINSON, ANDELSON, LOYA, RUUD AND ROMO's group plan renew?
The most recent Schedule A policy period for ATKINSON, ANDELSON, LOYA, RUUD AND ROMO ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from ATKINSON, ANDELSON, LOYA, RUUD AND ROMO's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.