Form 5500 · Employee benefit plan · PHOENIX, AZ
LCS-WESTMINSTER PARTNERSHIP IV LLP
The filing calls this plan LCS-WESTMINSTER PARTNERSHIP IV LLP DBA SAGEWOOD.
LCS-WESTMINSTER PARTNERSHIP IV LLP of PHOENIX, AZ spreads its employee benefits across 3 insurance carriers, according to its Form 5500 Schedule A. Its broker of record is MARREEL SLATER INSURANCE, LLC. Coverage is written through BANNER HEALTH AND AETNA HEALTH and 2 other carriers. The plan's most recent policy period ended in October.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-3808954 · plan 501 · plan year 2025, filed Mar 24, 2026
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25 other employer plans in Arizona have policy years ending in October. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Fully insured as reported
The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
Benefits declared on this filing
Also declared: death benefits.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 3 insured contracts covering health, dental, vision, life and disability; the largest, with BANNER HEALTH AND AETNA HEALTH, covers 361 people.
Reported premium across the insured contracts is $2,328,052, with $1,987 in disclosed broker commissions — about 0.1% of premium.
The most recent policy period ended in October, and the plan year ends October 31. Group contracts typically renew on that annual cycle.
MARREEL SLATER INSURANCE, LLC is the broker of record on 1 of the 3 contracts; the rest name a different broker or none.
3 carriers appear on the filing, including BANNER HEALTH AND AETNA HEALTH, UNITEDHEALTHCARE INSURANCE COMPANY and AETNA LIFE INSURANCE COMPANY. BANNER HEALTH AND AETNA HEALTH writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| UNITEDHEALTHCARE INSURANCE COMPANY | Vision, Life, Disability | 400 | Nov 1, 2025 | $127,972 | $1,987 |
| BANNER HEALTH AND AETNA HEALTH | Health | 361 | Nov 1, 2025 | $2,081,727 | $0 |
| AETNA LIFE INSURANCE COMPANY | Dental | 392 | Nov 1, 2025 | $118,353 | $0 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
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Renewal calendar
25 other employer plans in Arizona are November 1 renewals (policy year ends October).
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