Form 5500 · Employee benefit plan · IRVINE, CA
PDS VEBA TRUST
PDS VEBA TRUST'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 SD/OC. Coverage is written through LIFE INSURANCE COMPANY OF NORTH AMERICA and 8 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 47-6637312 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| LIFE INSURANCE COMPANY OF NORTH AMERICA | — | 8,127 | December | $514,353 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Life | 15,372 | December | $163,232 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Disability | 2,288 | December | $116,923 |
| UNUM INSURANCE COMPANY | — | 1,514 | December | $46,498 |
| UNUM INSURANCE COMPANY | — | 1,723 | December | $39,145 |
| UNUM INSURANCE COMPANY | — | 978 | December | $30,649 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | — | 13,348 | December | $29,720 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 2,080 | December | $8,620 |
| VISION SERVICE PLAN | Vision | 7,974 | December | $0 |
Questions
Who is PDS VEBA TRUST's benefits broker?
Per its most recent Form 5500 Schedule A, PDS VEBA TRUST's broker of record is LOCKTON COMPANIES, LLC SD/OC.
What insurance carrier does PDS VEBA TRUST use?
PDS VEBA TRUST's benefit plan is written through LIFE INSURANCE COMPANY OF NORTH AMERICA, among 9 disclosed carriers.
When does PDS VEBA TRUST's group plan renew?
The most recent Schedule A policy period for PDS VEBA TRUST ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from PDS VEBA TRUST's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.