Form 5500 · Employee benefit plan · LAKE FOREST, CA
CASA PACIFICA THE VILLAGE/FREEDOM VILLAGE
Public Form 5500 records show how CASA PACIFICA THE VILLAGE/FREEDOM VILLAGE (LAKE FOREST, CA) structures its employee benefits. Its broker of record is SULLIVAN CURTIS MONROE INS. SVCS.. Coverage is written through AETNA HEALTH OF CALIFORNIA INC and 3 other carriers. The plan's most recent policy period ended in July.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 33-0161177 · plan 503 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| AETNA HEALTH OF CALIFORNIA INC | Health | 214 | July | $83,712 |
| AETNA LIFE INSURANCE COMPANY | Health, Dental, Vision | 240 | July | $11,011 |
| AETNA LIFE INSURANCE COMPANY | — | 91 | July | $7,259 |
| ANTHEM LIFE INSURANCE COMPANY | Life | 320 | July | $923 |
Questions
Who is CASA PACIFICA THE VILLAGE/FREEDOM VILLAGE's benefits broker?
Per its most recent Form 5500 Schedule A, CASA PACIFICA THE VILLAGE/FREEDOM VILLAGE's broker of record is SULLIVAN CURTIS MONROE INS. SVCS..
What insurance carrier does CASA PACIFICA THE VILLAGE/FREEDOM VILLAGE use?
CASA PACIFICA THE VILLAGE/FREEDOM VILLAGE's benefit plan is written through AETNA HEALTH OF CALIFORNIA INC, among 4 disclosed carriers.
When does CASA PACIFICA THE VILLAGE/FREEDOM VILLAGE's group plan renew?
The most recent Schedule A policy period for CASA PACIFICA THE VILLAGE/FREEDOM VILLAGE ended in July. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from CASA PACIFICA THE VILLAGE/FREEDOM VILLAGE's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.