Form 5500 · Employee benefit plan · SANTA FE SPRINGS, CA
TALLEY, LLC
TALLEY, LLC of SANTA FE SPRINGS, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is SULLIVAN CURTIS MONROE INS. SVCS.. Coverage is written through AETNA HEALTH OF CALIFORNIA INC. and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 95-3872464 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| AETNA HEALTH OF CALIFORNIA INC. | Health | 318 | December | $139,855 |
| AETNA LIFE INSURANCE COMPANY | Health, Dental, Vision | 464 | December | $67,565 |
| HARTFORD LIFE AND ACCIDENT | Life, Disability | 312 | November | $12,603 |
| AFLAC | — | 28 | December | $3,257 |
Questions
Who is TALLEY, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, TALLEY, LLC's broker of record is SULLIVAN CURTIS MONROE INS. SVCS..
What insurance carrier does TALLEY, LLC use?
TALLEY, LLC's benefit plan is written through AETNA HEALTH OF CALIFORNIA INC., among 4 disclosed carriers.
When does TALLEY, LLC's group plan renew?
The most recent Schedule A policy period for TALLEY, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from TALLEY, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.