Form 5500 · Employee benefit plan · HUNTINGTON BEACH, CA
ROGER CLEVELAND GOLF CO., INC.
The filing calls this plan ROGER CLEVELAND GOLF CO., INC. BENEFIT PLAN.
ROGER CLEVELAND GOLF CO., INC. of HUNTINGTON BEACH, CA is a 442-participant manufacturing employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is ORION RISK MANAGEMENT. Coverage is written through NIPPON LIFE INSURANCE COMPANY OF AMERICA and 5 other carriers. The plan's most recent policy period ended in September.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 95-3838879 · plan 501 · plan year 2025, filed Mar 2, 2026
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314 other employer plans in California have policy years ending in September. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Fully insured as reported
The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
Benefits declared on this filing
Also declared: death benefits, other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 6 insured contracts covering health, dental, vision, life and disability; the largest, with NIPPON LIFE INSURANCE COMPANY OF AMERICA, covers 622 people.
Reported premium across the insured contracts is $6,083,985, with $359,870 in disclosed broker commissions — about 5.9% of premium.
The most recent policy period ended in September, and the plan year ends September 30. Group contracts typically renew on that annual cycle.
ORION RISK MANAGEMENT is the broker of record on 1 of the 6 contracts; the rest name a different broker or none.
6 carriers appear on the filing, including NIPPON LIFE INSURANCE COMPANY OF AMERICA, AETNA LIFE INSURANCE COMPANY, UNITED OF OMAHA LIFE INSURANCE COMPANY and COLONIAL LIFE & ACCIDENT INSURANCE COMPANY. NIPPON LIFE INSURANCE COMPANY OF AMERICA writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| NIPPON LIFE INSURANCE COMPANY OF AMERICA | Health | 622 | Oct 1, 2025 | $5,175,837 | $257,812 |
| AETNA LIFE INSURANCE COMPANY | Dental, Vision | 774 | Oct 1, 2025 | $447,942 | $44,416 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life, Disability | 528 | Oct 1, 2025 | $291,550 | $29,155 |
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | Disability | 220 | Oct 1, 2025 | $162,248 | $27,557 |
| THE PAUL REVERE LIFE INSURANCE COMPANY | Health | 8 | Oct 1, 2025 | $6,408 | $930 |
| FEDERAL INSURANCE COMPANY | — | 451 | Oct 1, 2025 | — | $0 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Other plans filed by this employer
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Renewal calendar
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