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Form 5500 · Employee benefit plan · CALABASAS, CA

S&A POLACHECK & ASSOCIATES, INC.

Public Form 5500 records show how S&A POLACHECK & ASSOCIATES, INC. (CALABASAS, CA) structures its employee benefits. Its broker of record is NORTHWESTERN MUTUAL. Coverage is written through PRINCIPAL FINANCIAL GROUP. 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 95-4678456 · plan 002 · as of Jul 2026

Participants
25
Carriers on file
1
Disclosed commissions
$0
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
PRINCIPAL FINANCIAL GROUP1December$0

Questions

Who is S&A POLACHECK & ASSOCIATES, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, S&A POLACHECK & ASSOCIATES, INC.'s broker of record is NORTHWESTERN MUTUAL.

What insurance carrier does S&A POLACHECK & ASSOCIATES, INC. use?

S&A POLACHECK & ASSOCIATES, INC.'s benefit plan is written through PRINCIPAL FINANCIAL GROUP.

When does S&A POLACHECK & ASSOCIATES, INC.'s group plan renew?

The most recent Schedule A policy period for S&A POLACHECK & ASSOCIATES, INC. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

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