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Form 5500 · Employee benefit plan · EL SEGUNDO, CA

BELLWETHER ASSET MANAGEMENT INC.

Public Form 5500 records show how BELLWETHER ASSET MANAGEMENT INC. (EL SEGUNDO, CA) structures its employee benefits. Its broker of record is SEQUOIA BENEFITS & INS SVCS LLC. Coverage is written through LIFE INSURANCE COMPANY OF NORTH AMERICA and 3 other carriers. 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 46-3831715 · plan 501 · as of Jul 2026

Participants
165
Carriers on file
4
Disclosed commissions
$8,487
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
LIFE INSURANCE COMPANY OF NORTH AMERICADisability183December$3,313
LIFE INSURANCE COMPANY OF NORTH AMERICALife209December$3,008
LIFE INSURANCE COMPANY OF NORTH AMERICA183December$1,484
LIFE INSURANCE COMPANY OF NORTH AMERICA183December$682

Questions

Who is BELLWETHER ASSET MANAGEMENT INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, BELLWETHER ASSET MANAGEMENT INC.'s broker of record is SEQUOIA BENEFITS & INS SVCS LLC.

What insurance carrier does BELLWETHER ASSET MANAGEMENT INC. use?

BELLWETHER ASSET MANAGEMENT INC.'s benefit plan is written through LIFE INSURANCE COMPANY OF NORTH AMERICA, among 4 disclosed carriers.

When does BELLWETHER ASSET MANAGEMENT INC.'s group plan renew?

The most recent Schedule A policy period for BELLWETHER ASSET MANAGEMENT INC. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

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