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Form 5500 · Employee benefit plan · LOS ANGELES, CA

STOCKDALE MANAGEMENT, LLC

Public Form 5500 records show how STOCKDALE MANAGEMENT, LLC (LOS ANGELES, CA) structures its employee benefits. Its broker of record is INNOVA INSURANCE SOLUTONS INC. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 1 other carrier. 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 46-4355602 · plan 501 · as of Jul 2026

Participants
106
Carriers on file
2
Disclosed commissions
$147,534
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITEDHEALTHCARE INSURANCE COMPANYHealth, Dental, Vision229December$112,623
UNITEDHEALTHCARE INSURANCE COMPANYLife, Disability168December$34,911

Questions

Who is STOCKDALE MANAGEMENT, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, STOCKDALE MANAGEMENT, LLC's broker of record is INNOVA INSURANCE SOLUTONS INC.

What insurance carrier does STOCKDALE MANAGEMENT, LLC use?

STOCKDALE MANAGEMENT, LLC's benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 2 disclosed carriers.

When does STOCKDALE MANAGEMENT, LLC's group plan renew?

The most recent Schedule A policy period for STOCKDALE MANAGEMENT, LLC ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

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