Form 5500 · Employee benefit plan · NEWPORT BEACH, CA
CSL BERKSHIRE OPERATING COMPANY, LLC
CSL BERKSHIRE OPERATING COMPANY, LLC of NEWPORT BEACH, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is HEFFERNAN INSURANCE BROKERS. Coverage is written through AETNA LIFE INSURANCE COMPANY and 4 other carriers. The plan's most recent policy period ended in August.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 81-3363591 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY | Health, Dental, Vision | 825 | August | $158,862 |
| AETNA HEALTH, INC. | Health | 122 | August | $36,996 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Disability | 326 | August | $21,557 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Life | 1,005 | August | $9,474 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | — | 101 | August | $415 |
Questions
Who is CSL BERKSHIRE OPERATING COMPANY, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, CSL BERKSHIRE OPERATING COMPANY, LLC's broker of record is HEFFERNAN INSURANCE BROKERS.
What insurance carrier does CSL BERKSHIRE OPERATING COMPANY, LLC use?
CSL BERKSHIRE OPERATING COMPANY, LLC's benefit plan is written through AETNA LIFE INSURANCE COMPANY, among 5 disclosed carriers.
When does CSL BERKSHIRE OPERATING COMPANY, LLC's group plan renew?
The most recent Schedule A policy period for CSL BERKSHIRE OPERATING COMPANY, LLC ended in August. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from CSL BERKSHIRE OPERATING COMPANY, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.