Form 5500 · Employee benefit plan · OCEANSIDE, CA
KELLERMEYER BERGENSONS SERVICES LLC
KELLERMEYER BERGENSONS SERVICES LLC'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 UNUM LIFE INSURANCE COMPANY OF AMERICA and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 36-4431179 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 16,314 | April | $50,641 |
| RELIASTAR LIFE INSURANCE COMPANY | — | 436 | December | $26,055 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 29 | December | $6,713 |
| ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | — | 1,600 | December | $0 |
Questions
Who is KELLERMEYER BERGENSONS SERVICES LLC's benefits broker?
Per its most recent Form 5500 Schedule A, KELLERMEYER BERGENSONS SERVICES LLC's broker of record is LOCKTON COMPANIES, LLC.
What insurance carrier does KELLERMEYER BERGENSONS SERVICES LLC use?
KELLERMEYER BERGENSONS SERVICES LLC's benefit plan is written through UNUM LIFE INSURANCE COMPANY OF AMERICA, among 4 disclosed carriers.
When does KELLERMEYER BERGENSONS SERVICES LLC's group plan renew?
The most recent Schedule A policy period for KELLERMEYER BERGENSONS SERVICES LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from KELLERMEYER BERGENSONS SERVICES LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.