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Form 5500 · Employee benefit plan · LONG BEACH, CA

M.O. DION AND SONS, INC.

M.O. DION AND SONS, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is PATRIOT GROWTH INSURANCE SERVICES. Coverage is written through UNITED OF OMAHA LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 95-2378358 · plan 501 · as of Jul 2026

Participants
312
Carriers on file
2
Disclosed commissions
$36,659
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITED OF OMAHA LIFE INSURANCE COMPANYDental, Vision, Life, Disability330December$34,277
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICADental116December$2,382

Questions

Who is M.O. DION AND SONS, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, M.O. DION AND SONS, INC.'s broker of record is PATRIOT GROWTH INSURANCE SERVICES.

What insurance carrier does M.O. DION AND SONS, INC. use?

M.O. DION AND SONS, INC.'s benefit plan is written through UNITED OF OMAHA LIFE INSURANCE COMPANY, among 2 disclosed carriers.

When does M.O. DION AND SONS, INC.'s group plan renew?

The most recent Schedule A policy period for M.O. DION AND SONS, INC. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from M.O. DION AND SONS, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.