Form 5500 · Employee benefit plan · SAN LUIS OBISPO, CA
MORRIS & GARRITANO INSURANCE AGENCY, INC.
Public Form 5500 records show how MORRIS & GARRITANO INSURANCE AGENCY, INC. (SAN LUIS OBISPO, CA) structures its employee benefits. Its broker of record is AMWINS CONNECT INSURANCE SERVICES. Coverage is written through BLUE CROSS OF CALIFORNIA and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 95-2304670 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| BLUE CROSS OF CALIFORNIA | Health, Dental, Vision | 266 | December | $0 |
| PRINCIPAL LIFE INSURANCE COMPANY | Life, Disability | 228 | December | $0 |
| ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | Life, Disability | 150 | March | $0 |
Questions
Who is MORRIS & GARRITANO INSURANCE AGENCY, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, MORRIS & GARRITANO INSURANCE AGENCY, INC.'s broker of record is AMWINS CONNECT INSURANCE SERVICES.
What insurance carrier does MORRIS & GARRITANO INSURANCE AGENCY, INC. use?
MORRIS & GARRITANO INSURANCE AGENCY, INC.'s benefit plan is written through BLUE CROSS OF CALIFORNIA, among 3 disclosed carriers.
When does MORRIS & GARRITANO INSURANCE AGENCY, INC.'s group plan renew?
The most recent Schedule A policy period for MORRIS & GARRITANO INSURANCE AGENCY, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from MORRIS & GARRITANO INSURANCE AGENCY, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.