Form 5500 · Employee benefit plan · MISSION VIEJO, CA
CHARLES ABBOTT ASSOCIATES, INC.
Public Form 5500 records show how CHARLES ABBOTT ASSOCIATES, INC. (MISSION VIEJO, CA) structures its employee benefits. Its broker of record is EDGEWOOD PARTNERS INSURANCE CENTER. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 33-0053899 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITEDHEALTHCARE INSURANCE COMPANY | Health | 322 | December | $94,988 |
| STANDARD INSURANCE COMPANY | Dental, Vision, Life, Disability | 176 | December | $25,760 |
Questions
Who is CHARLES ABBOTT ASSOCIATES, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, CHARLES ABBOTT ASSOCIATES, INC.'s broker of record is EDGEWOOD PARTNERS INSURANCE CENTER.
What insurance carrier does CHARLES ABBOTT ASSOCIATES, INC. use?
CHARLES ABBOTT ASSOCIATES, INC.'s benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 2 disclosed carriers.
When does CHARLES ABBOTT ASSOCIATES, INC.'s group plan renew?
The most recent Schedule A policy period for CHARLES ABBOTT ASSOCIATES, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from CHARLES ABBOTT ASSOCIATES, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.