Form 5500 · Employee benefit plan · SANTA BARBARA, CA
SB AUTOMOTIVE LLLP SANTA BARBARA AUTO GROUP
SB AUTOMOTIVE LLLP SANTA BARBARA AUTO GROUP of SANTA BARBARA, CA spreads its employee benefits across 4 insurance carriers, according to its Form 5500 Schedule A. Its broker of record is SYNERGY ENROLLMENT & BENEFITS. Coverage is written through CALIFORNIA PHYSICIANS' SERVICES and 3 other carriers. The plan's most recent policy period ended in October.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-0772500 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 4 insured contracts covering health, dental, vision, life and disability; the largest, with CALIFORNIA PHYSICIANS' SERVICES, covers 124 people.
Reported premium across the insured contracts is $1,271,876, with $43,143 in disclosed broker commissions — about 3.4% of premium.
The most recent policy period ended in October, and the plan year ends October 31. Group contracts typically renew on that annual cycle.
SYNERGY ENROLLMENT & BENEFITS is the broker of record on 1 of the 4 contracts; the rest name a different broker or none.
4 carriers appear on the filing — CALIFORNIA PHYSICIANS' SERVICES, KAISER FOUNDATION HEALTH PLAN, INC., SUN LIFE ASSURANCE COMPANY OF CANADA and CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES — with CALIFORNIA PHYSICIANS' SERVICES writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 197 | October | $95,268 | $22,498 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 34 | October | $226,103 | $11,681 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | Dental, Vision | 137 | October | $90,729 | $8,964 |
| CALIFORNIA PHYSICIANS' SERVICES | Health | 124 | October | $859,776 | $0 |
More employer plans in California — largest plans, brokers, carriers and renewal months.