Form 5500 · Employee benefit plan · SAN CLEMENTE, CA
DON ROBERTO JEWELERS, INC.
Public Form 5500 records show how DON ROBERTO JEWELERS, INC. (SAN CLEMENTE, CA) structures its employee benefits. Its broker of record is MARSH & MCLENNAN AGENCY, LLC. Coverage is written through BLUE CROSS OF CALIFORNIA and 4 other carriers. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 33-0407269 · plan 510 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| BLUE CROSS OF CALIFORNIA | Health | 270 | June | $161,541 |
| UNUM INSURANCE COMPANY | — | 178 | June | $18,801 |
| UNUM INSURANCE COMPANY | — | 184 | June | $15,725 |
| ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | Dental, Vision | 275 | June | $12,773 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 596 | June | $5,643 |
Questions
Who is DON ROBERTO JEWELERS, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, DON ROBERTO JEWELERS, INC.'s broker of record is MARSH & MCLENNAN AGENCY, LLC.
What insurance carrier does DON ROBERTO JEWELERS, INC. use?
DON ROBERTO JEWELERS, INC.'s benefit plan is written through BLUE CROSS OF CALIFORNIA, among 5 disclosed carriers.
When does DON ROBERTO JEWELERS, INC.'s group plan renew?
The most recent Schedule A policy period for DON ROBERTO JEWELERS, INC. ended in June. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from DON ROBERTO JEWELERS, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.