Form 5500 · Employee benefit plan · IRVINE, CA
SULLIVAN CURTIS MONROE INSURANCE SERVICES, LLC
SULLIVAN CURTIS MONROE INSURANCE SERVICES, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is EMERSON ROGERS, LLC. Coverage is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA and 8 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 95-4076864 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Life, Disability | 145 | December | $7,532 |
| AFLAC | Life | 29 | December | $5,952 |
| PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | — | 28 | December | $547 |
| METLIFE LEGAL PLANS | — | 18 | August | $0 |
| METROPOLITAN GENERAL INSURANCE COMPANY | — | 18 | December | $0 |
| VISION SERVICE PLAN | Vision | 127 | December | $0 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 146 | December | $0 |
| BLUE CROSS OF CALIFORNIA | Health | 235 | December | $0 |
| HARTFORD LIFE AND ACCIDENT | — | 150 | March | $0 |
Questions
Who is SULLIVAN CURTIS MONROE INSURANCE SERVICES, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, SULLIVAN CURTIS MONROE INSURANCE SERVICES, LLC's broker of record is EMERSON ROGERS, LLC.
What insurance carrier does SULLIVAN CURTIS MONROE INSURANCE SERVICES, LLC use?
SULLIVAN CURTIS MONROE INSURANCE SERVICES, LLC's benefit plan is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, among 9 disclosed carriers.
When does SULLIVAN CURTIS MONROE INSURANCE SERVICES, LLC's group plan renew?
The most recent Schedule A policy period for SULLIVAN CURTIS MONROE INSURANCE SERVICES, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SULLIVAN CURTIS MONROE INSURANCE SERVICES, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.