Form 5500 · Employee benefit plan · IRVINE, CA
CITADEL SERVICING CORPORATION
CITADEL SERVICING CORPORATION's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is MARSH & MCLENNAN AGENCY LLC. Coverage is written through BLUE CROSS OF CALIFORNIA and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-8006279 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| BLUE CROSS OF CALIFORNIA | Health | 313 | December | $160,080 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, Life, Disability | 363 | December | $71,940 |
| PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | — | 38 | December | $1,707 |
| HAWAII MEDICAL SERVICE ASSOCIATION | Health, Dental, Vision | 1 | December | $0 |
Questions
Who is CITADEL SERVICING CORPORATION's benefits broker?
Per its most recent Form 5500 Schedule A, CITADEL SERVICING CORPORATION's broker of record is MARSH & MCLENNAN AGENCY LLC.
What insurance carrier does CITADEL SERVICING CORPORATION use?
CITADEL SERVICING CORPORATION's benefit plan is written through BLUE CROSS OF CALIFORNIA, among 4 disclosed carriers.
When does CITADEL SERVICING CORPORATION's group plan renew?
The most recent Schedule A policy period for CITADEL SERVICING CORPORATION ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from CITADEL SERVICING CORPORATION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.