Form 5500 · Employee benefit plan · ANAHEIM, CA
LOBEL FINANCIAL CORPORATION
LOBEL FINANCIAL CORPORATION's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is MARSH & MCLENNAN AGENCY LLC. Coverage is written through BLUE CROSS OF CALIFORNIA and 4 other carriers. The plan's most recent policy period ended in November.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 95-3470408 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| BLUE CROSS OF CALIFORNIA | Health | 174 | November | $115,373 |
| UNITED CONCORDIA INSURANCE COMPANY | Dental | 143 | November | $6,109 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 72 | November | $5,214 |
| UNITED CONCORDIA DENTAL PLANS OF CALIFORNIA, INC. | Dental | 117 | November | $2,197 |
| FIDELITY SECURITY LIFE INSURANCE COMPANY | Vision | 231 | November | $1,678 |
Questions
Who is LOBEL FINANCIAL CORPORATION's benefits broker?
Per its most recent Form 5500 Schedule A, LOBEL FINANCIAL CORPORATION's broker of record is MARSH & MCLENNAN AGENCY LLC.
What insurance carrier does LOBEL FINANCIAL CORPORATION use?
LOBEL FINANCIAL CORPORATION's benefit plan is written through BLUE CROSS OF CALIFORNIA, among 5 disclosed carriers.
When does LOBEL FINANCIAL CORPORATION's group plan renew?
The most recent Schedule A policy period for LOBEL FINANCIAL CORPORATION ended in November. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from LOBEL FINANCIAL CORPORATION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.