Form 5500 · Employee benefit plan · LOS ANGELES, CA
LIEBERT CASSIDY WHITMORE
Public Form 5500 records show how LIEBERT CASSIDY WHITMORE (LOS ANGELES, CA) structures its employee benefits. Its broker of record is DIGITAL INSURANCE LLC. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in September.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 95-3658973 · plan 504 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITEDHEALTHCARE INSURANCE COMPANY | Health | 52 | September | $146,321 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, Life, Disability | 209 | September | $107,525 |
| PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | 43 | September | $15,237 |
Questions
Who is LIEBERT CASSIDY WHITMORE's benefits broker?
Per its most recent Form 5500 Schedule A, LIEBERT CASSIDY WHITMORE's broker of record is DIGITAL INSURANCE LLC.
What insurance carrier does LIEBERT CASSIDY WHITMORE use?
LIEBERT CASSIDY WHITMORE's benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 3 disclosed carriers.
When does LIEBERT CASSIDY WHITMORE's group plan renew?
The most recent Schedule A policy period for LIEBERT CASSIDY WHITMORE ended in September. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from LIEBERT CASSIDY WHITMORE's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.