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Form 5500 · Employee benefit plan · ANAHEIM, CA

GREATER MODESTO MEDICAL SURGICAL ASSOCIATES

GREATER MODESTO MEDICAL SURGICAL ASSOCIATES's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 1 other carrier. 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 26-4290978 · plan 501 · as of Jul 2026

Participants
120
Carriers on file
2
Disclosed commissions
$130,896
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITEDHEALTHCARE INSURANCE COMPANYHealth, Dental, Vision203December$109,397
SUN LIFE ASSURANCE COMPANY OF CANADALife, Disability76December$21,499

Questions

Who is GREATER MODESTO MEDICAL SURGICAL ASSOCIATES's benefits broker?

Per its most recent Form 5500 Schedule A, GREATER MODESTO MEDICAL SURGICAL ASSOCIATES's broker of record is LOCKTON COMPANIES, LLC.

What insurance carrier does GREATER MODESTO MEDICAL SURGICAL ASSOCIATES use?

GREATER MODESTO MEDICAL SURGICAL ASSOCIATES's benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 2 disclosed carriers.

When does GREATER MODESTO MEDICAL SURGICAL ASSOCIATES's group plan renew?

The most recent Schedule A policy period for GREATER MODESTO MEDICAL SURGICAL ASSOCIATES ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from GREATER MODESTO MEDICAL SURGICAL ASSOCIATES's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.