Form 5500 · Employee benefit plan · FOUNTAIN VALLEY, CA
MEMORIAL HEALTH SERVICES
The filing calls this plan MEMORIAL HEALTH SERVICES HEALTH AND WELFARE PLAN.
MEMORIAL HEALTH SERVICES of FOUNTAIN VALLEY, CA is a 8,953-participant health care and social assistance employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is ACRISURE SOUTHWEST PARTNERS. Coverage is written through UNITEDHEALTHCARE OF CALIFORNIA and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 95-1643381 · plan 501 · plan year 2025, filed Jul 21, 2026
Get an email when this employer files a new Form 5500, and again about four months before its plan renews.
5,257 other employer plans in California have policy years ending in December. 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
One contract on this filing does not say which benefits it covers, so a line above may be insured by it.
Also declared: prepaid legal, 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.
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 health, dental, life and disability; the largest, with UNITEDHEALTHCARE OF CALIFORNIA, covers 7,342 people.
The filing declares health, dental, life, disability and vision. Vision appears with no insured contract on Schedule A. That coverage may be self-funded, placed with a carrier that is not on this filing, or written on the contract here that does not say what it covers.
Reported premium across the insured contracts is $11,419,599, with $735,335 in disclosed broker commissions — about 6.4% 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.
ACRISURE SOUTHWEST PARTNERS is the broker of record on 1 of the 5 contracts; the rest name a different broker or none.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| UNITEDHEALTHCARE OF CALIFORNIA | Health | 7,342 | Jan 1, 2026 | $4,963,468 | $410,831 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 8,563 | Jan 1, 2026 | $3,199,960 | $270,192 |
| METROPOLITAN GENERAL INSURANCE COMPANY | — | 1,378 | Jan 1, 2026 | $246,540 | $39,815 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 7,874 | Jan 1, 2026 | $2,622,637 | $14,497 |
| DELTA DENTAL OF CALIFORNIA | Dental | 2,714 | Jan 1, 2026 | $386,994 | $0 |
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.
Reported to OSHA
Reported to OSHA for 2025: 1,147 employees, 9 recordable cases, 220 days away from work.
Source: OSHA Injury Tracking Application establishment data, 2025.
Other plans filed by this employer
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Renewal calendar
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