Form 5500 · Employee benefit plan · CARMEL, CA
THE SANTA LUCIA PRESERVE COMPANY
THE SANTA LUCIA PRESERVE COMPANY's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is EDGEWOOD PARTNERS INSURANCE CENTER. Coverage is written through PRINCIPAL LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in May.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 26-1261408 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Dental, Vision | 280 | May | $6,632 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 177 | May | $5,465 |
Questions
Who is THE SANTA LUCIA PRESERVE COMPANY's benefits broker?
Per its most recent Form 5500 Schedule A, THE SANTA LUCIA PRESERVE COMPANY's broker of record is EDGEWOOD PARTNERS INSURANCE CENTER.
What insurance carrier does THE SANTA LUCIA PRESERVE COMPANY use?
THE SANTA LUCIA PRESERVE COMPANY's benefit plan is written through PRINCIPAL LIFE INSURANCE COMPANY, among 2 disclosed carriers.
When does THE SANTA LUCIA PRESERVE COMPANY's group plan renew?
The most recent Schedule A policy period for THE SANTA LUCIA PRESERVE COMPANY ended in May. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from THE SANTA LUCIA PRESERVE COMPANY's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.