Form 5500 · Employee benefit plan · SAN JUAN CAPISTRANO, CA
BIRTCHER ANDERSON & DAVIS ASSOCIATES, INC
BIRTCHER ANDERSON & DAVIS ASSOCIATES, INC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is THE BALDWIN GROUP WEST LLC. Coverage is written through BLUE CROSS OF CALIFORNIA and 7 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 85-0833976 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| BLUE CROSS OF CALIFORNIA | Health | 90 | December | $33,853 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 50 | December | $11,011 |
| METROPOLITAN LIFE INSURANCE COMPANY | Dental, Vision, Life, Disability | 166 | December | $9,649 |
| METROPOLITAN LIFE INSURANCE COMPANY | Health | 68 | December | $6,378 |
| KAISER FOUNDATION HEALTH PLAN INC | Health | 11 | December | $6,090 |
| METROPOLITAN LIFE INSURANCE COMPANY | Health | 113 | December | $4,083 |
| METROPOLITAN LIFE INSURANCE COMPANY | Health | 51 | December | $2,062 |
| SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | Dental | 59 | December | $0 |
Questions
Who is BIRTCHER ANDERSON & DAVIS ASSOCIATES, INC's benefits broker?
Per its most recent Form 5500 Schedule A, BIRTCHER ANDERSON & DAVIS ASSOCIATES, INC's broker of record is THE BALDWIN GROUP WEST LLC.
What insurance carrier does BIRTCHER ANDERSON & DAVIS ASSOCIATES, INC use?
BIRTCHER ANDERSON & DAVIS ASSOCIATES, INC's benefit plan is written through BLUE CROSS OF CALIFORNIA, among 8 disclosed carriers.
When does BIRTCHER ANDERSON & DAVIS ASSOCIATES, INC's group plan renew?
The most recent Schedule A policy period for BIRTCHER ANDERSON & DAVIS ASSOCIATES, INC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from BIRTCHER ANDERSON & DAVIS ASSOCIATES, INC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.