Form 5500 · Employee benefit plan · FULLERTON, CA
MICHAEL SULLIVAN & ASSOCIATES
MICHAEL SULLIVAN & ASSOCIATES of FULLERTON, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is CETERA RETIREMENT PLAN SPECIALISTS. Coverage is written through PRINCIPAL LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 46-0904871 · plan 001 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | — | 314 | December | $0 |
| PRINCIPAL LIFE INSURANCE COMPANY | — | 314 | December | $0 |
Questions
Who is MICHAEL SULLIVAN & ASSOCIATES's benefits broker?
Per its most recent Form 5500 Schedule A, MICHAEL SULLIVAN & ASSOCIATES's broker of record is CETERA RETIREMENT PLAN SPECIALISTS.
What insurance carrier does MICHAEL SULLIVAN & ASSOCIATES use?
MICHAEL SULLIVAN & ASSOCIATES's benefit plan is written through PRINCIPAL LIFE INSURANCE COMPANY, among 2 disclosed carriers.
When does MICHAEL SULLIVAN & ASSOCIATES's group plan renew?
The most recent Schedule A policy period for MICHAEL SULLIVAN & ASSOCIATES ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from MICHAEL SULLIVAN & ASSOCIATES's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.