Form 5500 · Employee benefit plan · ST. HELENA, CA
LMR SERVICES LLC
Public Form 5500 records show how LMR SERVICES LLC (ST. HELENA, CA) structures its employee benefits. Its broker of record is EDGEWOOD PARTNERS INSURANCE CENTER. Coverage is written through KAISER FOUNDATION HEALTH PLAN INC. and 4 other carriers. The plan's most recent policy period ended in January.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 36-4856570 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| KAISER FOUNDATION HEALTH PLAN INC. | Health | 70 | January | $30,471 |
| CALIFORNIA PHYSICIANS' SERVICE | Health | 44 | January | $21,085 |
| UNITED CONCORDIA INSURANCE COMPANY | Dental | 130 | January | $7,055 |
| MUTUAL OF OMAHA LIFE INSURANCE COMPANY | Life, Disability | 141 | January | $3,905 |
| METROPOLITAN LIFE INSURANCE COMPANY | Vision, Life | 178 | January | $174 |
Questions
Who is LMR SERVICES LLC's benefits broker?
Per its most recent Form 5500 Schedule A, LMR SERVICES LLC's broker of record is EDGEWOOD PARTNERS INSURANCE CENTER.
What insurance carrier does LMR SERVICES LLC use?
LMR SERVICES LLC's benefit plan is written through KAISER FOUNDATION HEALTH PLAN INC., among 5 disclosed carriers.
When does LMR SERVICES LLC's group plan renew?
The most recent Schedule A policy period for LMR SERVICES LLC ended in January. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from LMR SERVICES LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.