Form 5500 · Employee benefit plan · NOVATO, CA
OCUSUN
OCUSUN's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in February.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-3354970 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health | 274 | February | $110,432 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 118 | February | $47,343 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, Life, Disability | 317 | February | $38,097 |
Questions
Who is OCUSUN's benefits broker?
Per its most recent Form 5500 Schedule A, OCUSUN's broker of record is LOCKTON COMPANIES, LLC.
What insurance carrier does OCUSUN use?
OCUSUN's benefit plan is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY, among 3 disclosed carriers.
When does OCUSUN's group plan renew?
The most recent Schedule A policy period for OCUSUN ended in February. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from OCUSUN's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.