Form 5500 · Employee benefit plan · FRESNO, CA
JORGENSEN & SONS, INC. HEALTH & WELFARE PLAN
Public Form 5500 records show how JORGENSEN & SONS, INC. HEALTH & WELFARE PLAN (FRESNO, CA) structures its employee benefits. Its broker of record is CORNERSTONE FINANCIAL GROUP. Coverage is written through SYMETRA LIFE INSURANCE COMPANY and 3 other carriers. The plan's most recent policy period ended in October.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-1477041 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SYMETRA LIFE INSURANCE COMPANY | Life, Disability | 151 | October | $8,782 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 114 | October | $4,239 |
| PREMIER ACCESS INSURANCE COMPANY | Dental | 131 | October | $1,974 |
| EYEMED VISION CARE LLC | Vision | 139 | October | $919 |
Questions
Who is JORGENSEN & SONS, INC. HEALTH & WELFARE PLAN's benefits broker?
Per its most recent Form 5500 Schedule A, JORGENSEN & SONS, INC. HEALTH & WELFARE PLAN's broker of record is CORNERSTONE FINANCIAL GROUP.
What insurance carrier does JORGENSEN & SONS, INC. HEALTH & WELFARE PLAN use?
JORGENSEN & SONS, INC. HEALTH & WELFARE PLAN's benefit plan is written through SYMETRA LIFE INSURANCE COMPANY, among 4 disclosed carriers.
When does JORGENSEN & SONS, INC. HEALTH & WELFARE PLAN's group plan renew?
The most recent Schedule A policy period for JORGENSEN & SONS, INC. HEALTH & WELFARE PLAN ended in October. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from JORGENSEN & SONS, INC. HEALTH & WELFARE PLAN's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.