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Form 5500 · Employee benefit plan · NEWPORT BEACH, CA

BRISTOL MANAGEMENT SERVICES, INC.

Public Form 5500 records show how BRISTOL MANAGEMENT SERVICES, INC. (NEWPORT BEACH, CA) structures its employee benefits. Its broker of record is SULLIVAN CURTIS MONROE INS. SVCS.. Coverage is written through METROPOLITAN LIFE INSURANCE COMPANY and 7 other carriers. The plan's most recent policy period ended in August.

Benefits broker of record
Plan renews
August

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 84-3942784 · plan 503 · as of Jul 2026

Participants
904
Carriers on file
8
Disclosed commissions
$29,694
Renewal month
August

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
METROPOLITAN LIFE INSURANCE COMPANYLife, Disability892August$41,193
METROPOLITAN LIFE INSURANCE COMPANY175August$5,926
METROPOLITAN LIFE INSURANCE COMPANY418August$4,518
VISION SERVICE PLANVision556August$2,017
METROPOLITAN LIFE INSURANCE COMPANY189August$1,773
METROPOLITAN GENERAL INSURANCE COMPANY12August$427
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANYDental1,119August$-1,180
BLUE CROSS OF CALIFORNIAHealth988August$-24,980

Questions

Who is BRISTOL MANAGEMENT SERVICES, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, BRISTOL MANAGEMENT SERVICES, INC.'s broker of record is SULLIVAN CURTIS MONROE INS. SVCS..

What insurance carrier does BRISTOL MANAGEMENT SERVICES, INC. use?

BRISTOL MANAGEMENT SERVICES, INC.'s benefit plan is written through METROPOLITAN LIFE INSURANCE COMPANY, among 8 disclosed carriers.

When does BRISTOL MANAGEMENT SERVICES, INC.'s group plan renew?

The most recent Schedule A policy period for BRISTOL MANAGEMENT SERVICES, INC. ended in August. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from BRISTOL MANAGEMENT SERVICES, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.