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Form 5500 · Employee benefit plan · EL MONTE, CA

BOARD OF TRUSTEES L.A. CO. FIRE FIGHTERS LOCAL 1014 HEALTH AND WELF

The filing calls this plan LOS ANGELES COUNTY FIRE FIGHTERS LOCAL 1014 HEALTH AND WELFARE PLAN.

BOARD OF TRUSTEES L.A. CO. FIRE FIGHTERS LOCAL 1014 HEALTH AND WELF of EL MONTE, CA is a 5,338-participant health care and social assistance employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is PTW INSURANCE SERVICES. Coverage is written through RSLI and 2 other carriers. The plan's most recent policy period ended in June.

Benefits broker of record
PTW INSURANCE SERVICES
Insurance carrier
RSLI
Policy year ends
Juneas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 95-3846186 · plan 501 · plan year 2025, filed May 13, 2026

Get an email when this employer files a new Form 5500, and again about four months before its plan renews.

605 other employer plans in California have policy years ending in June. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.

How this plan is funded

Self-funded as reported

The filing reports benefits paid from the plan's own money, and no medical insurance contract on Schedule A.

A stop-loss policy appears on a Form 5500 only when the plan itself is the beneficiary, or the premiums are paid from plan money. Many employers buy stop-loss and never report it here. So a plan with no stop-loss on its filing may still have it.

All participants at the start of the year
5,338
Active at start of year
2,982
Active at end of year
3,069
Disclosed commissions
$79,348
Typical renewal
July 1

Benefits declared on this filing

Healthdeclared, no contract here says it covers this
Dentaldeclared, no contract here says it covers this
Visiondeclared, no contract here says it covers this
Lifeinsured — UNUM LIFE INSURANCE COMPANY OF AMERICA531 of 5,338 participants (9.9%)
Disabilityinsured — RSLI1,682 of 5,338 participants (32%)

Life: UNUM LIFE INSURANCE COMPANY OF AMERICA covers 531 of 5,338 participants (9.9%) on Schedule A.

One contract on this filing does not say which benefits it covers, so a line above may be insured by it.

Also declared: death benefits, other welfare.

Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.

Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.

Plan brief

Schedule A lists 3 insured contracts covering life and disability; the largest, with RSLI, covers 1,682 people.

The filing declares life, disability, health, dental and vision. Health, dental and vision appear with no insured contract on Schedule A. That coverage may be self-funded, placed with a carrier that is not on this filing, or written on the contract here that does not say what it covers.

Reported premium across the insured contracts is $835,861, with $79,348 in disclosed broker commissions — about 9.5% of premium.

The most recent policy period ended in June, and the plan year ends June 30. Group contracts typically renew on that annual cycle.

PTW INSURANCE SERVICES is the broker of record on 2 of the 3 contracts; the rest name a different broker or none.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
RSLIDisability1,682Jul 1, 2025$619,540$68,913
AIG—358Jul 1, 2025$52,173$10,435
UNUM LIFE INSURANCE COMPANY OF AMERICALife531Jul 1, 2025$164,148$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
BOARD OF TRUSTEES L.A. CO. FIRE FIGHTERS LOCAL 1014 HEALTH AND WELF
EIN 95-3846186
ANTHEM BLUE CROSS
Claims processing · Contract administrator · Recordkeeping and information management · EIN 95-4331852
$1,493,779
paid directly by the plan
EPLAN
Claims processing · EIN 20-3720767
$1,341,426
paid directly by the plan
TWELVEFIFTEEN CONSULTING, INC.
Named on Schedule C · EIN 52-2838897
$693,278
paid directly by the plan
ARISTOTLE CAPITAL MANAGEMENT, LLC
Named on Schedule C · EIN 95-4833644
$638,044
paid directly by the plan
VISION SERVICE PLAN
Claims processing · EIN 94-1632821
$631,180
paid directly by the plan
KEYSTONE NATIONAL GROUP
Named on Schedule C · EIN 20-5150678
$561,808
paid directly by the plan
BRIDGEWAY BENEFIT TECHNOLOGIES, LLC
Accounting and audit · Recordkeeping and information management · EIN 52-1796473
$290,209
paid directly by the plan
ORANGE HEALTH SOLUTIONS, INC
Named on Schedule C · EIN 80-0888155
$271,306
paid directly by the plan
AMERICAN REALTY ADVISORS
Named on Schedule C · EIN 33-0123114
$245,939
paid directly by the plan
WITHUMSMITH+BROWN, PC
Accounting and audit · EIN 22-2027092
$92,206
paid directly by the plan
CONSIDINE & ASSOCIATES, INC.
Named on Schedule C · EIN 82-3383419
$70,630
paid directly by the plan
VERUS ADVISORY, INC.
Named on Schedule C · EIN 91-1320111
$62,500
paid directly by the plan
HEA MCG HEALTH, LLC
Named on Schedule C · EIN 33-1104821
$44,499
paid directly by the plan
PACIFIC INVESTMENTS
Named on Schedule C · EIN 77-0583390
$40,000
paid directly by the plan
FAIR HEALTH INC
Named on Schedule C · EIN 90-0524293
$29,526
paid directly by the plan
O'HAGAN MEYER PLLC
Named on Schedule C · EIN 81-3060133
$28,418
paid directly by the plan
ADP
Recordkeeping and information management · EIN 13-3036745
$14,469
paid directly by the plan
MILLER, KAPLAN, ARASE LLP
Accounting and audit · EIN 95-2036255
$11,979
paid directly by the plan
US BANK
Custodian · EIN 31-0841368
$7,772
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

Money the plan held and paid out

Plan assets at year end
$438,422,762
Paid out in benefits
$129,608,878
Paid to insurance carriersSchedule H, line 2e(2)
$835,861
Independent accountantEIN 22-2027092
WITHUMSMITH+BROWN, PC
Accountant's opinion (Schedule H, line 3a)
Unmodified
Audit fee
$113,909

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

These are the plan's own figures from Schedule H, the financial statement it files. They are not the premium on Schedule A.

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Renewal calendar

605 other employer plans in California are July 1 renewals (policy year ends June).

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