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Form 5500 · Employee benefit plan · SANTA ANA, CA

FRANKEL FAMILY TRUST

FRANKEL FAMILY TRUST's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is ACRISURE OF CALIFORNIA LLC. Coverage is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in June.

Benefits broker of record
Plan renews
June

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 95-6757355 · plan 501 · as of Jul 2026

Participants
401
Carriers on file
2
Disclosed commissions
$177,690
Renewal month
June

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
CIGNA HEALTH AND LIFE INSURANCE COMPANYHealth285June$151,940
GUARDIANDental, Vision, Life406June$25,750

Questions

Who is FRANKEL FAMILY TRUST's benefits broker?

Per its most recent Form 5500 Schedule A, FRANKEL FAMILY TRUST's broker of record is ACRISURE OF CALIFORNIA LLC.

What insurance carrier does FRANKEL FAMILY TRUST use?

FRANKEL FAMILY TRUST's benefit plan is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY, among 2 disclosed carriers.

When does FRANKEL FAMILY TRUST's group plan renew?

The most recent Schedule A policy period for FRANKEL FAMILY TRUST ended in June. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from FRANKEL FAMILY TRUST's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.