Form 5500 · Employee benefit plan · SANTA ANA, CA
FERRY INTERNATIONAL, LLC DBA TOM FERRY
Public Form 5500 records show how FERRY INTERNATIONAL, LLC DBA TOM FERRY (SANTA ANA, CA) structures its employee benefits. Its broker of record is TAX & FINANCIAL GROUP BENEFITS. Coverage is written through PRINCIPAL LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 81-3972576 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Dental, Vision, Life | 118 | December | $13,223 |
| HUMANA, INC. | Dental | 20 | December | $571 |
| CALIFORNIA PHYSICIANS SERVICE | Health | 71 | December | $0 |
Questions
Who is FERRY INTERNATIONAL, LLC DBA TOM FERRY's benefits broker?
Per its most recent Form 5500 Schedule A, FERRY INTERNATIONAL, LLC DBA TOM FERRY's broker of record is TAX & FINANCIAL GROUP BENEFITS.
What insurance carrier does FERRY INTERNATIONAL, LLC DBA TOM FERRY use?
FERRY INTERNATIONAL, LLC DBA TOM FERRY's benefit plan is written through PRINCIPAL LIFE INSURANCE COMPANY, among 3 disclosed carriers.
When does FERRY INTERNATIONAL, LLC DBA TOM FERRY's group plan renew?
The most recent Schedule A policy period for FERRY INTERNATIONAL, LLC DBA TOM FERRY ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from FERRY INTERNATIONAL, LLC DBA TOM FERRY's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.