Form 5500 · Employee benefit plan · NATIONAL CITY, CA
DALTON MOTORS
The filing calls this plan DALTON MOTORS HEALTH & WELFARE PLAN.
Public Form 5500 records show how DALTON MOTORS of NATIONAL CITY, CA, a retail employer, structures its employee benefits. Its broker of record is CMR RISK & INSURANCE SVCS INC. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in March.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 37-2060927 · plan 501 · plan year 2025, filed Sep 16, 2025
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305 other employer plans in California have policy years ending in March. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Fully insured as reported
The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
Benefits declared on this filing
Also declared: other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 3 insured contracts covering health, dental, vision and life; the largest, with UNITEDHEALTHCARE INSURANCE COMPANY, covers 208 people.
Reported premium across the insured contracts is $1,265,045, with $90,252 in disclosed broker commissions — about 7.1% of premium.
The health contract's policy period ended in March, while at least one ancillary line's policy period ended in June. The plan is on a split renewal cycle.
CMR RISK & INSURANCE SVCS INC is the broker of record on all 3 contracts.
Two carriers split the book: UNITEDHEALTHCARE INSURANCE COMPANY and MEDIEXCEL HEALTH PLAN.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| UNITEDHEALTHCARE INSURANCE COMPANY | Health, Dental, Vision | 208 | Apr 1, 2025 | $922,309 | $70,308 |
| MEDIEXCEL HEALTH PLAN | Health | 143 | Apr 1, 2025 | $293,103 | $14,981 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Life | 282 | Jul 1, 2024 | $49,633 | $4,963 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Reported to OSHA
Reported to OSHA for 2025: 10 employees, 1 recordable cases, 0 days away from work.
Source: OSHA Injury Tracking Application establishment data, 2025.
Other plans filed by this employer
How this plan compares
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Renewal calendar
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