Form 5500 · Employee benefit plan · BEVERLY HILLS, CA
CARPENTER & ZUCKERMAN
CARPENTER & ZUCKERMAN's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through BLUE CROSS OF CALIFORNIA and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 46-1545961 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| BLUE CROSS OF CALIFORNIA | Health, Dental, Vision | 180 | December | $63,462 |
| STANDARD INSURANCE COMPANY | Life | 183 | December | $488 |
| ANTHEM LIFE INSURANCE COMPANY | Life | 182 | March | $105 |
Questions
Who is CARPENTER & ZUCKERMAN's benefits broker?
Per its most recent Form 5500 Schedule A, CARPENTER & ZUCKERMAN's broker of record is LOCKTON COMPANIES, LLC.
What insurance carrier does CARPENTER & ZUCKERMAN use?
CARPENTER & ZUCKERMAN's benefit plan is written through BLUE CROSS OF CALIFORNIA, among 3 disclosed carriers.
When does CARPENTER & ZUCKERMAN's group plan renew?
The most recent Schedule A policy period for CARPENTER & ZUCKERMAN ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from CARPENTER & ZUCKERMAN's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.