Form 5500 · Employee benefit plan · WHITTIER, CA
CALIFORNIA SPECIALTY PHARMACY, INC.
The filing calls this plan CALIFORNIA SPECIALTY PHARMACY, LLC WELFARE BENEFIT PLAN.
CALIFORNIA SPECIALTY PHARMACY, INC. of WHITTIER, CA spreads its employee benefits across 4 insurance carriers, according to its Form 5500 Schedule A. Its broker of record is LORI ANN COLEMAN. Coverage is written through BLUE OF CALIFORNIA - CALIFORNIA PHYSICIANS' SERVICE and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 27-2062483 · plan 501 · plan year 2025, filed Aug 10, 2026
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5,257 other employer plans in California have policy years ending in December. 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: death benefits, 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.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
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 4 insured contracts covering health, dental, vision, life and disability; the largest, with BLUE OF CALIFORNIA - CALIFORNIA PHYSICIANS' SERVICE, covers 365 people.
Reported premium across the insured contracts is $2,817,954, with $180,347 in disclosed broker commissions — about 6.4% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
LORI ANN COLEMAN is the broker of record on 3 of the 4 contracts; the rest name a different broker or none.
4 carriers appear on the filing, including BLUE OF CALIFORNIA - CALIFORNIA PHYSICIANS' SERVICE, PRINCIPAL LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN, INC. and UNIVERSITY HEALTH ALLIANCE. BLUE OF CALIFORNIA - CALIFORNIA PHYSICIANS' SERVICE writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| BLUE OF CALIFORNIA - CALIFORNIA PHYSICIANS' SERVICE | Health | 365 | Jan 1, 2026 | $2,137,540 | $112,501 |
| PRINCIPAL LIFE INSURANCE COMPANY | Health, Dental, Vision, Life, Disability | 539 | Jan 1, 2026 | $497,414 | $61,765 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 20 | Jan 1, 2026 | $136,090 | $6,081 |
| UNIVERSITY HEALTH ALLIANCE | Health, Vision | 8 | Jan 1, 2026 | $46,910 | $0 |
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.
Other plans filed by this employer
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Renewal calendar
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