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Form 5500 · Employee benefit plan · LAKE VIEW TERRACE, CA

PHOENIX HOUSES OF CALIFORNIA, INC.

Public Form 5500 records show how PHOENIX HOUSES OF CALIFORNIA, INC. (LAKE VIEW TERRACE, CA) structures its employee benefits. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through BLUE CROSS OF CALIFORNIA and 4 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 94-3015376 · plan 501 · as of Jul 2026

Participants
322
Carriers on file
5
Disclosed commissions
$154,251
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
BLUE CROSS OF CALIFORNIAHealth, Dental, Vision343December$81,005
KAISER FOUNDATION HEALTH PLAN, INC.Health160December$59,635
STANDARD INSURANCE COMPANYLife, Disability371December$11,222
ANTHEM LIFE INSURANCE COMPANYLife, Disability336March$2,270
PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD4December$119

Questions

Who is PHOENIX HOUSES OF CALIFORNIA, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, PHOENIX HOUSES OF CALIFORNIA, INC.'s broker of record is LOCKTON COMPANIES, LLC.

What insurance carrier does PHOENIX HOUSES OF CALIFORNIA, INC. use?

PHOENIX HOUSES OF CALIFORNIA, INC.'s benefit plan is written through BLUE CROSS OF CALIFORNIA, among 5 disclosed carriers.

When does PHOENIX HOUSES OF CALIFORNIA, INC.'s group plan renew?

The most recent Schedule A policy period for PHOENIX HOUSES OF CALIFORNIA, INC. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from PHOENIX HOUSES OF CALIFORNIA, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.