Form 5500 · Employee benefit plan · LOMA LINDA, CA
LOMA LINDA UNIVERSITY HEALTH CARE
The filing calls this plan LOMA LINDA UNIVERSITY HEALTH CARE HEALTH ASSISTANCE PLAN.
LOMA LINDA UNIVERSITY HEALTH CARE of LOMA LINDA, CA is a 2,134-participant health care and social assistance employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is DAVID AINGE. Coverage is written through STANDARD 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 33-0364239 · plan 501 · plan year 2024, filed Oct 13, 2025
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314 other employer plans in California have policy years ending in September. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Funding not settled by the filing
The filing does not report enough to settle how this plan pays for benefits.
Benefits declared on this filing
Also declared: death benefits.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 5 insured contracts covering life and disability; the largest, with STANDARD INSURANCE COMPANY, covers 1,115 people.
Reported premium across the insured contracts is $7,841,901, with $1,353,801 in disclosed broker commissions — about 17% of premium.
The most recent policy period ended in September, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
DAVID AINGE is the broker of record on 3 of the 5 contracts; the rest name a different broker or none.
3 carriers appear on the filing, including STANDARD INSURANCE COMPANY, AFLAC and RELIASTAR LIFE INSURANCE COMPANY. STANDARD INSURANCE COMPANY writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| STANDARD INSURANCE COMPANY | Disability | 1,115 | Oct 1, 2024 | $4,433,554 | $740,033 |
| AFLAC | Life, Disability | 1,074 | Jan 1, 2025 | $1,089,131 | $230,497 |
| STANDARD INSURANCE COMPANY | Life | 1,121 | Oct 1, 2024 | $1,071,063 | $208,364 |
| STANDARD INSURANCE COMPANY | Disability | 1,115 | Oct 1, 2024 | $831,315 | $161,964 |
| RELIASTAR LIFE INSURANCE COMPANY | Life, Disability | 3,607 | Jan 1, 2025 | $416,838 | $12,943 |
Premium and claims on these contracts
STANDARD INSURANCE COMPANY, contract 161998. For the contract year on this filing, the carrier reported $4,433,554 in premium earned and $3,853,106 in claims incurred. Dividing one by the other gives 87%.
STANDARD INSURANCE COMPANY, contract 161998. For the contract year on this filing, the carrier reported $1,071,063 in premium earned and $564,946 in claims incurred. Dividing one by the other gives 53%.
STANDARD INSURANCE COMPANY, contract 161998. For the contract year on this filing, the carrier reported $831,315 in premium earned and $213,330 in claims incurred. Dividing one by the other gives 26%.
- STANDARD INSURANCE COMPANY, contract 161998 reported $1,787,699 in retention.
- STANDARD INSURANCE COMPANY, contract 161998 reported $506,121 in retention.
- STANDARD INSURANCE COMPANY, contract 161998 reported $617,986 in retention.
Retention is what the carrier kept of the premium after claims, as reported: administration, commissions and other charges.
Only experience-rated contracts report these figures, so most filings leave them blank.
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
How this plan compares
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Renewal calendar
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