Form 5500 · Employee benefit plan · SANTA BARBARA, CA
MONTECITO RETIREMENT ASSOCIATION
MONTECITO RETIREMENT ASSOCIATION of SANTA BARBARA, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is DIGITAL INSURANCE LLC. Coverage is written through KAISER FOUNDATION HEALTH PLAN INC and 4 other carriers. The plan's most recent policy period ended in July.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 23-7425754 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| KAISER FOUNDATION HEALTH PLAN INC | Health | 49 | July | $33,116 |
| ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | Dental | 305 | July | $14,472 |
| AFLAC | — | 32 | July | $6,198 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life | 232 | July | $2,450 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Disability | 22 | July | $1,272 |
Questions
Who is MONTECITO RETIREMENT ASSOCIATION's benefits broker?
Per its most recent Form 5500 Schedule A, MONTECITO RETIREMENT ASSOCIATION's broker of record is DIGITAL INSURANCE LLC.
What insurance carrier does MONTECITO RETIREMENT ASSOCIATION use?
MONTECITO RETIREMENT ASSOCIATION's benefit plan is written through KAISER FOUNDATION HEALTH PLAN INC, among 5 disclosed carriers.
When does MONTECITO RETIREMENT ASSOCIATION's group plan renew?
The most recent Schedule A policy period for MONTECITO RETIREMENT ASSOCIATION ended in July. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from MONTECITO RETIREMENT ASSOCIATION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.