Form 5500 · Employee benefit plan · OCEANSIDE, CA
MONTEREY FINANCIAL SERVICES, LLC
MONTEREY FINANCIAL SERVICES, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is CBIZ BENEFITS & INSURANCE SERVICES. Coverage is written through JOHN HANCOCK USA. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 33-0369207 · plan 003 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| JOHN HANCOCK USA | — | 99 | December | $7,511 |
Questions
Who is MONTEREY FINANCIAL SERVICES, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, MONTEREY FINANCIAL SERVICES, LLC's broker of record is CBIZ BENEFITS & INSURANCE SERVICES.
What insurance carrier does MONTEREY FINANCIAL SERVICES, LLC use?
MONTEREY FINANCIAL SERVICES, LLC's benefit plan is written through JOHN HANCOCK USA.
When does MONTEREY FINANCIAL SERVICES, LLC's group plan renew?
The most recent Schedule A policy period for MONTEREY FINANCIAL SERVICES, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from MONTEREY FINANCIAL SERVICES, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.