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Form 5500 · Employee benefit plan · DUNNIGAN, CA

SUN VALLEY, LLC

Public Form 5500 records show how SUN VALLEY, LLC (DUNNIGAN, CA) structures its employee benefits. Its broker of record is MORRIS & GARRITANO INSURANCE AGENCY. Coverage is written through UNITEDHEALTHCARE LIFE INSURANCE COMPANY and 3 other carriers. The plan's most recent policy period ended in March.

Benefits broker of record
Plan renews
March

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 80-0376397 · plan 501 · as of Jul 2026

Participants
106
Carriers on file
4
Disclosed commissions
$52,758
Renewal month
March

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITEDHEALTHCARE LIFE INSURANCE COMPANYHealth120March$43,866
HUMANA INSURANCE COMPANYDental, Life100March$8,892
OPTUM100March$0
EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO.Vision144March$0

Questions

Who is SUN VALLEY, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, SUN VALLEY, LLC's broker of record is MORRIS & GARRITANO INSURANCE AGENCY.

What insurance carrier does SUN VALLEY, LLC use?

SUN VALLEY, LLC's benefit plan is written through UNITEDHEALTHCARE LIFE INSURANCE COMPANY, among 4 disclosed carriers.

When does SUN VALLEY, LLC's group plan renew?

The most recent Schedule A policy period for SUN VALLEY, LLC ended in March. Group plans typically renew on the same annual cycle.

Where does this data come from?

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