Form 5500 · Employee benefit plan · SACRAMENTO, CA
LIONAKIS
LIONAKIS of SACRAMENTO, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is M & O AGENCIES, INC.. Coverage is written through METROPOLITAN LIFE INSURANCE COMPANY and 6 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 68-0397596 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| METROPOLITAN LIFE INSURANCE COMPANY | Dental | 403 | December | $15,342 |
| KAISER FOUNDATION HEALTH PLAN INC. | Health | 65 | December | $12,842 |
| SYMETRA LIFE INSURANCE COMPANY | Life, Disability | 172 | December | $12,267 |
| METROPOLITAN LIFE INSURANCE COMPANY | Vision | 283 | December | $1,853 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 176 | December | $0 |
| BLUE SHIELD OF CALIFORNIA, CALIFORNIA PHYSICIANS' SERVICE | Health | 196 | December | $0 |
| KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | Health | 1 | December | $0 |
Questions
Who is LIONAKIS's benefits broker?
Per its most recent Form 5500 Schedule A, LIONAKIS's broker of record is M & O AGENCIES, INC..
What insurance carrier does LIONAKIS use?
LIONAKIS's benefit plan is written through METROPOLITAN LIFE INSURANCE COMPANY, among 7 disclosed carriers.
When does LIONAKIS's group plan renew?
The most recent Schedule A policy period for LIONAKIS ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from LIONAKIS's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.