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Form 5500 · Employee benefit plan · IRVINE, CA

KOELLER, NEBEKER, CARLSON & HALUCK LLP HEALTH & WELFARE PLAN

KOELLER, NEBEKER, CARLSON & HALUCK LLP HEALTH & WELFARE PLAN of IRVINE, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is ACRISURE OF CALIFORNIA LLC. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 4 other carriers. The plan's most recent policy period ended in July.

Benefits broker of record
Plan renews
July

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 33-0203014 · plan 501 · as of Jul 2026

Participants
110
Carriers on file
5
Disclosed commissions
$132,258
Renewal month
July

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITEDHEALTHCARE INSURANCE COMPANYHealth, Dental, Vision268July$104,649
LIFE INSURANCE COMPANY OF NORTH AMERICALife113July$17,460
LIFE INSURANCE COMPANY OF NORTH AMERICADisability113July$7,299
LIFE INSURANCE COMPANY OF NORTH AMERICA113July$1,997
LIFE INSURANCE COMPANY OF NORTH AMERICA113July$853

Questions

Who is KOELLER, NEBEKER, CARLSON & HALUCK LLP HEALTH & WELFARE PLAN's benefits broker?

Per its most recent Form 5500 Schedule A, KOELLER, NEBEKER, CARLSON & HALUCK LLP HEALTH & WELFARE PLAN's broker of record is ACRISURE OF CALIFORNIA LLC.

What insurance carrier does KOELLER, NEBEKER, CARLSON & HALUCK LLP HEALTH & WELFARE PLAN use?

KOELLER, NEBEKER, CARLSON & HALUCK LLP HEALTH & WELFARE PLAN's benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 5 disclosed carriers.

When does KOELLER, NEBEKER, CARLSON & HALUCK LLP HEALTH & WELFARE PLAN's group plan renew?

The most recent Schedule A policy period for KOELLER, NEBEKER, CARLSON & HALUCK LLP HEALTH & WELFARE PLAN ended in July. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from KOELLER, NEBEKER, CARLSON & HALUCK LLP HEALTH & WELFARE PLAN's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.