Form 5500 · Employee benefit plan · LA JOLLA, CA
SUCCESSION CAPITAL, INC.
Public Form 5500 records show how SUCCESSION CAPITAL, INC. (LA JOLLA, CA) structures its employee benefits. Its broker of record is PRUDENTIAL INSURANCE AGENCY. Coverage is written through PRINCIPAL LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 99-0378665 · plan 001 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | — | 715 | December | $3,393 |
| PRINCIPAL LIFE INSURANCE COMPANY | — | 715 | December | $1,430 |
| EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA | — | 18 | December | $0 |
Questions
Who is SUCCESSION CAPITAL, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, SUCCESSION CAPITAL, INC.'s broker of record is PRUDENTIAL INSURANCE AGENCY.
What insurance carrier does SUCCESSION CAPITAL, INC. use?
SUCCESSION CAPITAL, INC.'s benefit plan is written through PRINCIPAL LIFE INSURANCE COMPANY, among 3 disclosed carriers.
When does SUCCESSION CAPITAL, INC.'s group plan renew?
The most recent Schedule A policy period for SUCCESSION CAPITAL, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SUCCESSION CAPITAL, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.