Form 5500 · Employee benefit plan · DUNNIGAN, CA
SUN VALLEY, LLC
The filing calls this plan SUN VALLEY, LLC EMPLOYEE BENEFITS PLAN.
SUN VALLEY, LLC of DUNNIGAN, CA is a 100-participant manufacturing employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is MORRIS & GARRITANO INS AGENCY. Coverage is written through BLUE CROSS OF CALIFORNIA and 2 other carriers. The plan's most recent policy period ended in March.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 80-0376397 · plan 501 · plan year 2026, filed Sep 8, 2026
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How this plan is funded
Fully insured as reported
The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
Benefits declared on this filing
Also declared: death benefits, other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 3 insured contracts covering health, dental, vision and life; the largest, with BLUE CROSS OF CALIFORNIA, covers 113 people.
Reported premium across the insured contracts is $1,326,316, with $89,616 in disclosed broker commissions — about 6.8% of premium.
The most recent policy period ended in March, and the plan year ends March 31. Group contracts typically renew on that annual cycle.
MORRIS & GARRITANO INS AGENCY is the broker of record on 1 of the 3 contracts; the rest name a different broker or none.
3 carriers appear on the filing, including BLUE CROSS OF CALIFORNIA, HUMANA INSURANCE COMPANY and EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO.. BLUE CROSS OF CALIFORNIA writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| BLUE CROSS OF CALIFORNIA | Health | 113 | Apr 1, 2026 | $1,209,061 | $78,155 |
| HUMANA INSURANCE COMPANY | Dental, Life | 101 | Apr 1, 2026 | $105,055 | $11,461 |
| EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | Vision | 141 | Apr 1, 2026 | $12,200 | $0 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Reported to OSHA
Reported to OSHA for 2025: 108 employees, 1 recordable cases, 32 days away from work.
Source: OSHA Injury Tracking Application establishment data, 2025.
Other plans filed by this employer
How this plan compares
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