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Form 5500 · Employee benefit plan · SAN DIEGO, CA

SAN DIEGO SERVICES, LLC

Public Form 5500 records show how SAN DIEGO SERVICES, LLC (SAN DIEGO, CA) structures its employee benefits. Its broker of record is THE BALDWIN GROUP WEST LLC. Coverage is written through UNITED HEALTHCARE INSURANCE COMPANY and 6 other carriers. The plan's most recent policy period ended in September.

Benefits broker of record
Plan renews
September

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 33-0828678 · plan 501 · as of Jul 2026

Participants
120
Carriers on file
7
Disclosed commissions
$74,521
Renewal month
September

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITED HEALTHCARE INSURANCE COMPANYHealth, Dental, Vision230September$62,361
UNUM LIFE INSURANCE COMPANY OF AMERICALife, Disability130September$3,979
UNUM LIFE INSURANCE COMPANY OF AMERICALife58September$2,850
UNUM INSURANCE COMPANY31September$1,712
UNUM LIFE INSURANCE COMPANY OF AMERICA28September$1,514
UNUM INSURANCE COMPANY35September$1,279
UNUM INSURANCE COMPANY39September$826

Questions

Who is SAN DIEGO SERVICES, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, SAN DIEGO SERVICES, LLC's broker of record is THE BALDWIN GROUP WEST LLC.

What insurance carrier does SAN DIEGO SERVICES, LLC use?

SAN DIEGO SERVICES, LLC's benefit plan is written through UNITED HEALTHCARE INSURANCE COMPANY, among 7 disclosed carriers.

When does SAN DIEGO SERVICES, LLC's group plan renew?

The most recent Schedule A policy period for SAN DIEGO SERVICES, LLC ended in September. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from SAN DIEGO SERVICES, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.