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Form 5500 · Employee benefit plan · NEWPORT BEACH, CA

NEWMEYER & DILLION, LLP

NEWMEYER & DILLION, LLP's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is TAX & FINANCIAL GROUP. Coverage is written through ANTHEM BLUE CROSS and 3 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Insurance carrier
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 33-0051418 · plan 502 · as of Jul 2026

Participants
102
Carriers on file
4
Disclosed commissions
$74,752
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
ANTHEM BLUE CROSSHealth67December$54,733
PRINCIPAL LIFE INSURANCE COMPANYDental, Vision, Life, Disability95December$14,061
KAISER FOUNDATION HEALTH PLAN INC.Health6December$4,007
AFLACLife15December$1,951

Questions

Who is NEWMEYER & DILLION, LLP's benefits broker?

Per its most recent Form 5500 Schedule A, NEWMEYER & DILLION, LLP's broker of record is TAX & FINANCIAL GROUP.

What insurance carrier does NEWMEYER & DILLION, LLP use?

NEWMEYER & DILLION, LLP's benefit plan is written through ANTHEM BLUE CROSS, among 4 disclosed carriers.

When does NEWMEYER & DILLION, LLP's group plan renew?

The most recent Schedule A policy period for NEWMEYER & DILLION, LLP ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from NEWMEYER & DILLION, LLP's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.