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Form 5500 · Employee benefit plan · MISSION VIEJO, CA

HEAD AND NECK ASSOCIATES OF ORANGE COUNTY, INC.

Public Form 5500 records show how HEAD AND NECK ASSOCIATES OF ORANGE COUNTY, INC. (MISSION VIEJO, CA) structures its employee benefits. Its broker of record is AMERIPRISE FINANCIAL SERVICES, INC.. Coverage is written through LINCOLN NATIONAL LIFE INSURANCE CO.. The plan's most recent policy period ended in December.

Benefits broker of record
AMERIPRISE FINANCIAL SERVICES, INC.
Insurance carrier
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 95-3856252 · plan 003 · as of Jul 2026

Participants
125
Carriers on file
1
Disclosed commissions
$15,314
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
LINCOLN NATIONAL LIFE INSURANCE CO.—79December$15,314

Questions

Who is HEAD AND NECK ASSOCIATES OF ORANGE COUNTY, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, HEAD AND NECK ASSOCIATES OF ORANGE COUNTY, INC.'s broker of record is AMERIPRISE FINANCIAL SERVICES, INC..

What insurance carrier does HEAD AND NECK ASSOCIATES OF ORANGE COUNTY, INC. use?

HEAD AND NECK ASSOCIATES OF ORANGE COUNTY, INC.'s benefit plan is written through LINCOLN NATIONAL LIFE INSURANCE CO..

When does HEAD AND NECK ASSOCIATES OF ORANGE COUNTY, INC.'s group plan renew?

The most recent Schedule A policy period for HEAD AND NECK ASSOCIATES OF ORANGE COUNTY, INC. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from HEAD AND NECK ASSOCIATES OF ORANGE COUNTY, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.