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Form 5500 · Employee benefit plan · SAN LUIS OBISPO, CA

SESLOC CREDIT UNION

SESLOC CREDIT UNION's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is MORRIS & GARRITANO INSURANCE AGENCY. Coverage is written through ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 95-1722855 · plan 501 · as of Jul 2026

Participants
184
Carriers on file
3
Disclosed commissions
$180,332
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANYHealth, Dental352December$168,900
SUN LIFE ASSURANCE COMPANY OF CANADALife, Disability174December$9,056
VISION SERVICE PLANVision192December$2,376

Questions

Who is SESLOC CREDIT UNION's benefits broker?

Per its most recent Form 5500 Schedule A, SESLOC CREDIT UNION's broker of record is MORRIS & GARRITANO INSURANCE AGENCY.

What insurance carrier does SESLOC CREDIT UNION use?

SESLOC CREDIT UNION's benefit plan is written through ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY, among 3 disclosed carriers.

When does SESLOC CREDIT UNION's group plan renew?

The most recent Schedule A policy period for SESLOC CREDIT UNION ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from SESLOC CREDIT UNION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.