Form 5500 · Employee benefit plan · FRESNO, CA
LOZANO SMITH, LLP
Public Form 5500 records show how LOZANO SMITH, LLP (FRESNO, CA) structures its employee benefits. Its broker of record is BURNHAM BENEFITS INS. SERVICES. Coverage is written through KAISER FOUNDATION HEALTH PLAN, INC. and 6 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 80-0874383 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 64 | December | $19,210 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 203 | December | $15,890 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 27 | December | $5,843 |
| AMERITAS LIFE INSURANCE CORPORATION | Vision | 413 | December | $2,924 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | — | December | $0 |
| CALIFORNIA PHYSICIANS SERVICE | Health | 199 | December | $0 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | — | December | $0 |
Questions
Who is LOZANO SMITH, LLP's benefits broker?
Per its most recent Form 5500 Schedule A, LOZANO SMITH, LLP's broker of record is BURNHAM BENEFITS INS. SERVICES.
What insurance carrier does LOZANO SMITH, LLP use?
LOZANO SMITH, LLP's benefit plan is written through KAISER FOUNDATION HEALTH PLAN, INC., among 7 disclosed carriers.
When does LOZANO SMITH, LLP's group plan renew?
The most recent Schedule A policy period for LOZANO SMITH, LLP ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from LOZANO SMITH, LLP's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.