Form 5500 · Employee benefit plan · SAN MATEO, CA

THE TATITLEK CORPORATION

Name: THE TATITLEK CORPORATION — Form 5500 benefit plan
Creator: Form5500Lookup
License: https://www.usa.gov/government-works

The filing calls this plan THE TATITLEK CORPORATION HEALTH & WELFARE PLAN.

THE TATITLEK CORPORATION of SAN MATEO, CA spreads its employee benefits across 3 insurance carriers, according to its Form 5500 Schedule A. Its broker of record is FCE BENEFIT ADMINISTRATORS, INC.. Coverage is written through FIDELITY SECURITY LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record

FCE BENEFIT ADMINISTRATORS, INC.

Insurance carrier

FIDELITY SECURITY LIFE INSURANCE COMPANY

Policy year ends

Decemberas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 92-0047496 · plan 502 · plan year 2025, filed Sep 15, 2026

Get an email when this employer files a new Form 5500, and again about four months before its plan renews.

5,257 other employer plans in California have policy years ending in December. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.

How this plan is funded

Both, as reported

The medical insurance contracts on the filing cover fewer than half the people in the plan, so the rest is paid another way.

A stop-loss policy appears on a Form 5500 only when the plan itself is the beneficiary, or the premiums are paid from plan money. Many employers buy stop-loss and never report it here. So a plan with no stop-loss on its filing may still have it.

All participants at the start of the year

323

Active at start of year

323

Active at end of year

312

Disclosed commissions

$92,098

Typical renewal

January 1

Benefits declared on this filing

Healthinsured — FIDELITY SECURITY LIFE INSURANCE COMPANY50 of 323 participants (15%) on the largest contract

Dentaldeclared, no contract here says it covers this

Visioninsured — FIDELITY SECURITY LIFE INSURANCE COMPANY271 of 323 participants (84%)

Lifeinsured — RELIANCE STANDARD LIFE INSURANCE COMPANY309 of 323 participants (96%)

Disabilityinsured — RELIANCE STANDARD LIFE INSURANCE COMPANY32 of 323 participants (9.9%)

Disability: RELIANCE STANDARD LIFE INSURANCE COMPANY covers 32 of 323 participants (9.9%) on Schedule A.

One contract on this filing does not say which benefits it covers, so a line above may be insured by it.

Also declared: death benefits.

Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.

Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.

Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.

Plan brief

Schedule A lists 7 insured contracts covering health, vision, life, disability and stop-loss; the largest, with FIDELITY SECURITY LIFE INSURANCE COMPANY, covers 233 people.

The filing declares health, vision, life, disability and dental. Dental appears with no insured contract on Schedule A. That coverage may be self-funded, placed with a carrier that is not on this filing, or written on the contract here that does not say what it covers.

The medical plan carries stop-loss coverage: the filing reports the plan paying its own health claims, with insured protection against large ones.

Reported premium across the insured contracts is $959,583, with $92,098 in disclosed broker commissions — about 9.6% of premium.

The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.

Schedule A insurance contracts

Carrier	Benefits	Covered	Renews	Premium	Commission
FIDELITY SECURITY LIFE INSURANCE COMPANY	Stop-loss	233	Jan 1, 2026	$780,409	$77,666
FIDELITY SECURITY LIFE INSURANCE COMPANY	Health	50	Jan 1, 2026	$81,479	$5,209
RELIANCE STANDARD LIFE INSURANCE COMPANY	Life	309	Jan 1, 2026	$48,096	$4,810
FIDELITY SECURITY LIFE INSURANCE COMPANY	Vision	271	Jan 1, 2026	$20,901	$2,148
RELIANCE STANDARD LIFE INSURANCE COMPANY	Disability	32	Jan 1, 2026	$10,023	$1,503
RELIANCE STANDARD LIFE INSURANCE COMPANY	—	309	Jan 1, 2026	$7,623	$762
HAWAII MEDICAL SERVICE ASSOCIATION	Health	1	Jan 1, 2026	$11,052	$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

FCE BENEFIT ADMINISTRATORS, INC.

Claims processing · Contract administrator · Recordkeeping and information management · EIN 33-0330036

$409,059

paid directly by the plan

CIGNA HEALTH AND LIFE INSURANCE

Named on Schedule C · EIN 59-1031071

$57,149

paid directly by the plan

FCE BENEFIT ADMINISTRATORS, INC.

Contract administrator · EIN 33-0330036

$55,266

paid directly by the plan

FIDUCIARY PLAN MANAGEMENT SERVICES

Investment advisory · Accounting and audit · EIN 46-3922133

$42,399

paid directly by the plan

INEICH & COMPANY, LLP

Accounting and audit · EIN 56-2552172

$31,000

paid directly by the plan

UNITED WORKERS WELLNESS

Named on Schedule C · EIN 87-2575833

$22,916

paid directly by the plan

GLOBALCARE, INC.

Named on Schedule C · EIN 31-1407689

$7,774

paid directly by the plan

Named on Schedule C of this filing. We publish company names only.

Money the plan held and paid out

Plan assets at year end

$780,469

Paid out in benefits

$2,391,001

Paid to insurance carriersSchedule H, line 2e(2)

$1,059,844

Independent accountantEIN 56-2552172

INEICH & COMPANY, LLP

Accountant's opinion (Schedule H, line 3a)

Unmodified

Audit fee

$31,000

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

These are the plan's own figures from Schedule H, the financial statement it files. They are not the premium on Schedule A.

Other plans filed by this employer

Welfare Benefits PlanInsured benefit plan · 7 Schedule A contractsRenews ~Jan 1 401(K) PlanForm 5500 filing · no insured Schedule A contracts

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