Form 5500 · Employee benefit plan · NEWPORT BEACH, CA
BRISTOL MANAGEMENT SERVICES, INC.
The filing calls this plan BRISTOL MANAGEMENT SERVICES, INC. WELFARE BENEFIT PLAN.
BRISTOL MANAGEMENT SERVICES, INC. of NEWPORT BEACH, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is SULLIVAN CURTIS MONROE INS. SVCS.. Coverage is written through BLUE CROSS OF CALIFORNIA and 4 other carriers. The plan's most recent policy period ended in August.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 84-3942784 · plan 503 · plan year 2025, filed Mar 30, 2026
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281 other employer plans in California have policy years ending in August. 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 filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
Benefits declared on this filing
Also declared: prepaid legal, 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 8 insured contracts covering health, dental, vision, life and disability; the largest, with BLUE CROSS OF CALIFORNIA, covers 988 people.
Reported premium across the insured contracts is $7,934,955, with $29,694 in disclosed broker commissions — about 0.4% of premium.
The most recent policy period ended in August, and the plan year ends August 31. Group contracts typically renew on that annual cycle.
SULLIVAN CURTIS MONROE INS. SVCS. is the broker of record on 5 of the 8 contracts; the rest name a different broker or none.
5 carriers appear on the filing, including BLUE CROSS OF CALIFORNIA, ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY and VISION SERVICE PLAN. BLUE CROSS OF CALIFORNIA writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| METROPOLITAN LIFE INSURANCE COMPANY | Life, Disability | 892 | Sep 1, 2025 | $222,516 | $41,193 |
| METROPOLITAN LIFE INSURANCE COMPANY | — | 175 | Sep 1, 2025 | $67,448 | $5,926 |
| METROPOLITAN LIFE INSURANCE COMPANY | — | 418 | Sep 1, 2025 | $49,129 | $4,518 |
| VISION SERVICE PLAN | Vision | 556 | Sep 1, 2025 | $60,368 | $2,017 |
| METROPOLITAN LIFE INSURANCE COMPANY | — | 189 | Sep 1, 2025 | $38,913 | $1,773 |
| METROPOLITAN GENERAL INSURANCE COMPANY | — | 12 | Sep 1, 2025 | $2,849 | $427 |
| ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | Dental | 1,119 | Sep 1, 2025 | $338,012 | $-1,180 |
| BLUE CROSS OF CALIFORNIA | Health | 988 | Sep 1, 2025 | $7,155,720 | $-24,980 |
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. We publish company names only.
How this plan compares
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Renewal calendar
281 other employer plans in California are September 1 renewals (policy year ends August).
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