Form 5500 · Employee benefit plan · NEWPORT BEACH, CA
SWEET JAMES
Public Form 5500 records show how SWEET JAMES (NEWPORT BEACH, CA) structures its employee benefits. Its broker of record is ABD INS. AND FINANCIAL SVCS., INC.. Coverage is written through ANTHEM BLUE CROSS and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 84-4229416 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| ANTHEM BLUE CROSS | Health, Life, Disability | 217 | December | $48,383 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental | 142 | December | $44,581 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 51 | December | $16,671 |
| VISION SERVICE PLAN | Vision | 124 | December | $1,581 |
Questions
Who is SWEET JAMES's benefits broker?
Per its most recent Form 5500 Schedule A, SWEET JAMES's broker of record is ABD INS. AND FINANCIAL SVCS., INC..
What insurance carrier does SWEET JAMES use?
SWEET JAMES's benefit plan is written through ANTHEM BLUE CROSS, among 4 disclosed carriers.
When does SWEET JAMES's group plan renew?
The most recent Schedule A policy period for SWEET JAMES ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SWEET JAMES's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.