Form 5500 · Employee benefit plan · OCEANSIDE, CA
T.E.R.I., INC
T.E.R.I., INC of OCEANSIDE, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is MCGRIFF INSURANCE SERVICES INC. Coverage is written through ANTHEM LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 95-3532129 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| ANTHEM LIFE INSURANCE COMPANY | Life, Disability | 321 | June | $6,913 |
| UNITED CONCORDIA DENTAL PLANS OF CALIFORNIA, INC. | Dental | 77 | June | $1,333 |
| VISION SERVICE PLAN | Vision | 103 | June | $1,075 |
Questions
Who is T.E.R.I., INC's benefits broker?
Per its most recent Form 5500 Schedule A, T.E.R.I., INC's broker of record is MCGRIFF INSURANCE SERVICES INC.
What insurance carrier does T.E.R.I., INC use?
T.E.R.I., INC's benefit plan is written through ANTHEM LIFE INSURANCE COMPANY, among 3 disclosed carriers.
When does T.E.R.I., INC's group plan renew?
The most recent Schedule A policy period for T.E.R.I., INC ended in June. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from T.E.R.I., INC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.