Form 5500 · Employee benefit plan · SAN DIEGO, CA
CORDIAL EXPERIENCE, INC.
CORDIAL EXPERIENCE, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is JAMES M. MORRISON INSURANCE SERVICE. Coverage is written through CALIFORNIA PHYSICIANS SERVICE and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 47-2065823 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| CALIFORNIA PHYSICIANS SERVICE | Health | 98 | December | $79,248 |
| PRINCIPAL LIFE INSURANCE COMPANY | Dental, Vision, Life, Disability | 114 | December | $30,533 |
| KAISER FOUNDATION HEALTH PLAN INC. | Health | 12 | December | $6,011 |
Questions
Who is CORDIAL EXPERIENCE, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, CORDIAL EXPERIENCE, INC.'s broker of record is JAMES M. MORRISON INSURANCE SERVICE.
What insurance carrier does CORDIAL EXPERIENCE, INC. use?
CORDIAL EXPERIENCE, INC.'s benefit plan is written through CALIFORNIA PHYSICIANS SERVICE, among 3 disclosed carriers.
When does CORDIAL EXPERIENCE, INC.'s group plan renew?
The most recent Schedule A policy period for CORDIAL EXPERIENCE, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from CORDIAL EXPERIENCE, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.