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Form 5500 · Employee benefit plan · LOS ANGELES, CA

LIDO ADVISORS, LLC

LIDO ADVISORS, LLC of LOS ANGELES, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is WILLIS TOWERS WATSON SOUTHEAST INC. Coverage is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 95-4742435 · plan 501 · as of Jul 2026

Participants
178
Carriers on file
2
Disclosed commissions
$144,980
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
CIGNA HEALTH AND LIFE INSURANCE COMPANYHealth297December$113,283
PRINCIPAL LIFE INSURANCE COMPANYDental, Vision, Life, Disability457December$31,697

Questions

Who is LIDO ADVISORS, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, LIDO ADVISORS, LLC's broker of record is WILLIS TOWERS WATSON SOUTHEAST INC.

What insurance carrier does LIDO ADVISORS, LLC use?

LIDO ADVISORS, LLC's benefit plan is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY, among 2 disclosed carriers.

When does LIDO ADVISORS, LLC's group plan renew?

The most recent Schedule A policy period for LIDO ADVISORS, LLC ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from LIDO ADVISORS, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.