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Form 5500 · Employee benefit plan · SAN DIEGO, CA

DAVID LORTSCHER MD, P.C., INC.

DAVID LORTSCHER MD, P.C., INC. of SAN DIEGO, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is SEQUOIA BENEFITS & INS SVCS LLC. Coverage is written through UNUM LIFE INSURANCE COMPANY OF AMERICA and 6 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 46-3679363 · plan 501 · as of Jul 2026

Participants
112
Carriers on file
7
Disclosed commissions
$6,641
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNUM LIFE INSURANCE COMPANY OF AMERICALife, Disability91December$2,992
KAISER FOUNDATION HEALTH PLAN INCHealth10December$1,868
UNUM INSURANCE COMPANY15December$635
UNUM LIFE INSURANCE COMPANY OF AMERICALife24December$550
UNUM INSURANCE COMPANY12December$405
UNUM INSURANCE COMPANY9December$191
CALIFORNIA PHYSICIANS' SERVICEHealth175December$0

Questions

Who is DAVID LORTSCHER MD, P.C., INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, DAVID LORTSCHER MD, P.C., INC.'s broker of record is SEQUOIA BENEFITS & INS SVCS LLC.

What insurance carrier does DAVID LORTSCHER MD, P.C., INC. use?

DAVID LORTSCHER MD, P.C., INC.'s benefit plan is written through UNUM LIFE INSURANCE COMPANY OF AMERICA, among 7 disclosed carriers.

When does DAVID LORTSCHER MD, P.C., INC.'s group plan renew?

The most recent Schedule A policy period for DAVID LORTSCHER MD, P.C., INC. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from DAVID LORTSCHER MD, P.C., INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.