form5500lookup

Form 5500 · Employee benefit plan · SAN DIEGO, CA

BOARD OF TRUSTEES, SAN DIEGO ROOFERS TRUST

BOARD OF TRUSTEES, SAN DIEGO ROOFERS TRUST of SAN DIEGO, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is PATRIOT GROWTH INS SERVICES LLC. Coverage is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in January.

Benefits broker of record
Plan renews
January

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 95-6052184 · plan 501 · as of Jul 2026

Participants
370
Carriers on file
2
Disclosed commissions
$4,919
Renewal month
January

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYLife224November$4,919
KAISER FOUNDATION HEALTH PLAN, INC.Health467January$0

Questions

Who is BOARD OF TRUSTEES, SAN DIEGO ROOFERS TRUST's benefits broker?

Per its most recent Form 5500 Schedule A, BOARD OF TRUSTEES, SAN DIEGO ROOFERS TRUST's broker of record is PATRIOT GROWTH INS SERVICES LLC.

What insurance carrier does BOARD OF TRUSTEES, SAN DIEGO ROOFERS TRUST use?

BOARD OF TRUSTEES, SAN DIEGO ROOFERS TRUST's benefit plan is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, among 2 disclosed carriers.

When does BOARD OF TRUSTEES, SAN DIEGO ROOFERS TRUST's group plan renew?

The most recent Schedule A policy period for BOARD OF TRUSTEES, SAN DIEGO ROOFERS TRUST ended in January. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from BOARD OF TRUSTEES, SAN DIEGO ROOFERS TRUST's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.