Form 5500 · Employee benefit plan · WEST COVINA, CA
BOARD OF TRUSTEES OF THE PRODUCERS' HEALTH BENEFITS PLAN
The filing calls this plan PRODUCERS' HEALTH BENEFITS PLAN.
Public Form 5500 records show how BOARD OF TRUSTEES OF THE PRODUCERS' HEALTH BENEFITS PLAN of WEST COVINA, CA, a finance and insurance employer, structures its employee benefits. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through BLUE CROSS OF CALIFORNIA and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 31-6654730 · plan 501 · plan year 2024, filed Oct 15, 2025
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5,257 other employer plans in California have policy years ending in December. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Fully insured as reported
The plan's own financial statement reports paying insurance carriers about what the insurance contracts report in premium.
The filing says this plan is subject to the Form M-1 requirement for multiple-employer welfare arrangements.
Benefits declared on this filing
Also declared: 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.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
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 6 insured contracts covering health, dental, vision, life and disability; the largest, with BLUE CROSS OF CALIFORNIA, covers 1,444 people.
Reported premium across the insured contracts is $34,370,972, with $57,481 in disclosed broker commissions — about 0.2% of premium.
The health contract's policy period ended in December, while at least one ancillary line's policy period ended in March. The plan is on a split renewal cycle.
USI INSURANCE SERVICES LLC is the broker of record on all 6 contracts.
4 carriers appear on the filing, including BLUE CROSS OF CALIFORNIA, ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY, STANDARD INSURANCE COMPANY and ANTHEM LIFE INSURANCE COMPANY. BLUE CROSS OF CALIFORNIA writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | Dental, Vision, Life, Disability | 1,921 | Jan 1, 2025 | $1,581,490 | $52,198 |
| STANDARD INSURANCE COMPANY | Life, Disability | 1,574 | Jan 1, 2025 | $769,132 | $4,722 |
| ANTHEM LIFE INSURANCE COMPANY | Life, Disability | 1,551 | Apr 1, 2024 | $249,885 | $561 |
| BLUE CROSS OF CALIFORNIA | Health | 1,444 | Jan 1, 2025 | $26,116,997 | $0 |
| BLUE CROSS OF CALIFORNIA | Health | 520 | Jan 1, 2025 | $5,396,687 | $0 |
| ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | Health | 1,303 | Jan 1, 2025 | $256,781 | $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.
Administrator and service providers
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
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.
How this plan compares
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Renewal calendar
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