Form 5500 · Employee benefit plan · SAN DIEGO, CA
KIMBALL, TIREY AND ST. JOHN LLP
Public Form 5500 records show how KIMBALL, TIREY AND ST. JOHN LLP (SAN DIEGO, CA) structures its employee benefits. Its broker of record is LUNDY INSURANCE SERVICES. Coverage is written through AETNA HEALTH, INC. and 6 other carriers. The plan's most recent policy period ended in March.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 33-0404480 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| AETNA HEALTH, INC. | Health | 302 | March | $151,463 |
| AETNA LIFE INSURANCE COMPANY | Health, Dental, Vision | 416 | March | $59,246 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life | 204 | March | $11,809 |
| KAISER FOUNDATION HEALTH PLAN INC. | Health | 22 | March | $10,272 |
| AFLAC | Life | 57 | March | $8,585 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Disability | 27 | March | $6,694 |
| KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | Health | 1 | March | $378 |
Questions
Who is KIMBALL, TIREY AND ST. JOHN LLP's benefits broker?
Per its most recent Form 5500 Schedule A, KIMBALL, TIREY AND ST. JOHN LLP's broker of record is LUNDY INSURANCE SERVICES.
What insurance carrier does KIMBALL, TIREY AND ST. JOHN LLP use?
KIMBALL, TIREY AND ST. JOHN LLP's benefit plan is written through AETNA HEALTH, INC., among 7 disclosed carriers.
When does KIMBALL, TIREY AND ST. JOHN LLP's group plan renew?
The most recent Schedule A policy period for KIMBALL, TIREY AND ST. JOHN LLP ended in March. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from KIMBALL, TIREY AND ST. JOHN LLP's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.