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Form 5500 · Employee benefit plan · SAN DIEGO, CA

MARCH AND ASH MANAGEMENT LLC

MARCH AND ASH MANAGEMENT LLC of SAN DIEGO, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is HEFFERNAN INSURANCE BROKERS. Coverage is written through AETNA HEALTH OF CALIFORNIA INC and 5 other carriers. The plan's most recent policy period ended in July.

Benefits broker of record
Plan renews
July

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 84-3550963 · plan 502 · as of Jul 2026

Participants
481
Carriers on file
6
Disclosed commissions
$107,567
Renewal month
July

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
AETNA HEALTH OF CALIFORNIA INCHealth162July$42,872
AETNA LIFE INSURANCE COMPANYHealth, Dental, Vision393July$28,949
KAISER FOUNDATION HEALTH PLAN INCHealth58July$15,036
KAISER FOUNDATION HEALTH PLAN INCHealth65July$12,982
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY267July$6,791
ANTHEM LIFE INSURANCE COMPANYLife419July$937

Questions

Who is MARCH AND ASH MANAGEMENT LLC's benefits broker?

Per its most recent Form 5500 Schedule A, MARCH AND ASH MANAGEMENT LLC's broker of record is HEFFERNAN INSURANCE BROKERS.

What insurance carrier does MARCH AND ASH MANAGEMENT LLC use?

MARCH AND ASH MANAGEMENT LLC's benefit plan is written through AETNA HEALTH OF CALIFORNIA INC, among 6 disclosed carriers.

When does MARCH AND ASH MANAGEMENT LLC's group plan renew?

The most recent Schedule A policy period for MARCH AND ASH MANAGEMENT LLC ended in July. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from MARCH AND ASH MANAGEMENT LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.