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Form 5500 · Employee benefit plan · WEST HILLS, CA

SOUTHERN CA FINANCIAL PLANNERS VOLUNTARY EMPLOYEE BENEFICIARY ASSOC

SOUTHERN CA FINANCIAL PLANNERS VOLUNTARY EMPLOYEE BENEFICIARY ASSOC of WEST HILLS, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Coverage is written through AMERICAN GENERAL LIFE INSURANCE and 2 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Not disclosed
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 95-4104209 · plan 501 · as of Jul 2026

Participants
7
Carriers on file
3
Disclosed commissions
$0
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
AMERICAN GENERAL LIFE INSURANCELife4December$0
JOHN HANCOCK LIFE INSURANCE COMPANYLife1December$0
PRUDENTIAL LIFE INSURANCE COMPANY OF AMERICALife1December$0

Questions

What insurance carrier does SOUTHERN CA FINANCIAL PLANNERS VOLUNTARY EMPLOYEE BENEFICIARY ASSOC use?

SOUTHERN CA FINANCIAL PLANNERS VOLUNTARY EMPLOYEE BENEFICIARY ASSOC's benefit plan is written through AMERICAN GENERAL LIFE INSURANCE, among 3 disclosed carriers.

When does SOUTHERN CA FINANCIAL PLANNERS VOLUNTARY EMPLOYEE BENEFICIARY ASSOC's group plan renew?

The most recent Schedule A policy period for SOUTHERN CA FINANCIAL PLANNERS VOLUNTARY EMPLOYEE BENEFICIARY ASSOC ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from SOUTHERN CA FINANCIAL PLANNERS VOLUNTARY EMPLOYEE BENEFICIARY ASSOC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.