Form 5500 · Employee benefit plan · SACRAMENTO, CA
CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS
CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS of SACRAMENTO, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is CENTERSTONE INS & FNCL SVCS. Coverage is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY and 9 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-1056137 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 444 | December | $26,854 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 472 | December | $10,332 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 147 | December | $5,485 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 64 | December | $5,437 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 147 | December | $2,923 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 69 | December | $2,133 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 64 | December | $1,120 |
| ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | Stop-loss | 7,154 | December | $0 |
| BLUE CROSS OF CALIFORNIA | Health | 286 | December | $0 |
| DELTA CARE USA | Dental | 6 | December | $0 |
Questions
Who is CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS's benefits broker?
Per its most recent Form 5500 Schedule A, CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS's broker of record is CENTERSTONE INS & FNCL SVCS.
What insurance carrier does CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS use?
CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS's benefit plan is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, among 10 disclosed carriers.
When does CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS's group plan renew?
The most recent Schedule A policy period for CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.