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Form 5500 · Employee benefit plan · PASADENA, CA

BOARD OF TRUSTEES, WESTERN ALLIANCE TRUST FUND

BOARD OF TRUSTEES, WESTERN ALLIANCE TRUST FUND of PASADENA, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is VERONICA ROMERO. Coverage is written through LANDMARK HEALTH PLAN and 16 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
VERONICA ROMERO
Insurance carrier
LANDMARK HEALTH PLAN
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 95-6981657 · plan 501 · as of Aug 2026

Participants
4,298
Carriers on file
17
Disclosed commissions
$2,389
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
LANDMARK HEALTH PLAN—130December$23,885$2,389
UNITED CONCORDIA DENTAL PLANS OF CALIFORNIA, INC.Dental1,458November$303,107$0
LIBERTY DENTAL PLAN OF CALIFORNIA, INCDental1,583November$294,286$0
DAVIS VISION - INSURER HM LIFE INSURANCE COMPANYVision8,785May$408,889$0
LANDMARK HEALTH PLAN—709December$34,997$0
HEALTH AND HUMAN RESOURCE CENTER—4,137June$70,501$0
PHYSMETRICS, LLC—238November$8,723$0
HARTFORD LIFE AND ACCIDENTLife3,413December$60,565$0
FIDELITY SECURITY LIFE INSURANCE COMPANYVision95December$5,534$0
UNITED CONCORDIA INSURANCE COMPANYDental136December$53,953$0
UNITED CONCORDIA DENTAL PLANS OF CALIFORNIA, INC.Dental114December$16,111$0
BLUE SHIELD OF CALIFORNIAHealth71December$821,879$0
KAISER FOUNDATION HEALTH PLAN INCHealth6,404December$51,690,266$0
BLUE SHIELD OF CALIFORNIAHealth582November$9,967,095$0
SIMNSAHealth1,096November$2,886,485$0
UNITED CONCORDIA INSURANCE COMPANYDental832November$377,119$0
DAVIS VISION-INSURER METROPOLITAN LIFE INSURANCE COMPANYVision8,959December$408,882$0

Questions

Who is BOARD OF TRUSTEES, WESTERN ALLIANCE TRUST FUND's benefits broker?

Per its most recent Form 5500 Schedule A, BOARD OF TRUSTEES, WESTERN ALLIANCE TRUST FUND's broker of record is VERONICA ROMERO.

What insurance carrier does BOARD OF TRUSTEES, WESTERN ALLIANCE TRUST FUND use?

BOARD OF TRUSTEES, WESTERN ALLIANCE TRUST FUND's benefit plan is written through LANDMARK HEALTH PLAN, among 17 disclosed carriers.

When does BOARD OF TRUSTEES, WESTERN ALLIANCE TRUST FUND's group plan renew?

The most recent Schedule A policy period for BOARD OF TRUSTEES, WESTERN ALLIANCE TRUST FUND ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

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