Form 5500 · Employee benefit plan · PASADENA, CA
LUCAS, HORSFALL, MURPHY & PINDROH, LLP
LUCAS, HORSFALL, MURPHY & PINDROH, LLP of PASADENA, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is BOLTON INSURANCE SERVICES LLC. Coverage is written through CALIFORNIA PHYSICIANS' SERVICES and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 95-4659692 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 5 insured contracts covering health, dental, vision and disability; the largest, with CALIFORNIA PHYSICIANS' SERVICES, covers 98 people.
Reported premium across the insured contracts is $1,128,082, with $70,051 in disclosed broker commissions — about 6.2% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
BOLTON INSURANCE SERVICES LLC is the broker of record on 4 of the 5 contracts; the rest name a different broker or none.
5 carriers appear on the filing — CALIFORNIA PHYSICIANS' SERVICES, KAISER FOUNDATION HEALTH PLAN INC., GUARDIAN and VISION SERVICE PLAN among them — with CALIFORNIA PHYSICIANS' SERVICES writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| CALIFORNIA PHYSICIANS' SERVICES | Health | 98 | December | $773,972 | $40,968 |
| KAISER FOUNDATION HEALTH PLAN INC. | Health | 48 | December | $257,124 | $19,420 |
| GUARDIAN | Dental | 104 | December | $60,681 | $6,362 |
| STANDARD INSURANCE COMPANY | Disability | 35 | December | $12,319 | $1,946 |
| VISION SERVICE PLAN | Vision | 105 | December | $23,986 | $1,355 |
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