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Form 5500 · Employee benefit plan · CONCORD, CA

LAUGHLIN, FALBO, LEVY & MORESI LLP

Public Form 5500 records show how LAUGHLIN, FALBO, LEVY & MORESI LLP (CONCORD, CA) structures its employee benefits. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in May.

Benefits broker of record
Plan renews
May

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-2950919 · plan 502 · as of Jul 2026

Participants
216
Carriers on file
2
Disclosed commissions
$158,770
Renewal month
May

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITEDHEALTHCARE INSURANCE COMPANYHealth, Dental, Vision, Life, Disability315May$96,813
KAISER FOUNDATION HEALTH PLAN, INC.Health94May$61,957

Questions

Who is LAUGHLIN, FALBO, LEVY & MORESI LLP's benefits broker?

Per its most recent Form 5500 Schedule A, LAUGHLIN, FALBO, LEVY & MORESI LLP's broker of record is LOCKTON COMPANIES, LLC.

What insurance carrier does LAUGHLIN, FALBO, LEVY & MORESI LLP use?

LAUGHLIN, FALBO, LEVY & MORESI LLP's benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 2 disclosed carriers.

When does LAUGHLIN, FALBO, LEVY & MORESI LLP's group plan renew?

The most recent Schedule A policy period for LAUGHLIN, FALBO, LEVY & MORESI LLP ended in May. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from LAUGHLIN, FALBO, LEVY & MORESI LLP's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.