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Form 5500 · Employee benefit plan · LODI, CA

RAY, DOUGLAS, ANN & PATRICK, INC.

Public Form 5500 records show how RAY, DOUGLAS, ANN & PATRICK, INC. (LODI, CA) structures its employee benefits. Its broker of record is ACRISURE PARTNERS WEST COAST. Coverage is written through BLUE CROSS OF CALIFORNIA and 6 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 68-0366849 · plan 502 · as of Jul 2026

Participants
141
Carriers on file
7
Disclosed commissions
$96,438
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
BLUE CROSS OF CALIFORNIAHealth57December$59,879
KAISER FOUNDATION HEALTH PLAN INCHealth25December$15,645
DELTA DENTAL OF CALIFORNIADental204December$13,167
UNUM LIFE INSURANCE COMPANY OF AMERICALife93December$3,546
KAISER FOUNDATION HEALTH PLAN INCHealth4December$2,480
VISION SERVICE PLANVision87December$1,315
UNUM LIFE INSURANCE COMPANY OF AMERICALife146December$406

Questions

Who is RAY, DOUGLAS, ANN & PATRICK, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, RAY, DOUGLAS, ANN & PATRICK, INC.'s broker of record is ACRISURE PARTNERS WEST COAST.

What insurance carrier does RAY, DOUGLAS, ANN & PATRICK, INC. use?

RAY, DOUGLAS, ANN & PATRICK, INC.'s benefit plan is written through BLUE CROSS OF CALIFORNIA, among 7 disclosed carriers.

When does RAY, DOUGLAS, ANN & PATRICK, INC.'s group plan renew?

The most recent Schedule A policy period for RAY, DOUGLAS, ANN & PATRICK, INC. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from RAY, DOUGLAS, ANN & PATRICK, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.