Form 5500 · Employee benefit plan · WEST HILLS, CA
TOBIN LUCKS LLP
TOBIN LUCKS LLP of WEST HILLS, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is TRIAD FINANCIAL INSURANCE MARKING. Coverage is written through UNUM LIFE INSURANCE COMPANY OF AMERICA and 6 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 43-1983451 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 161 | December | $7,027 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 6 | December | $3,984 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 6 | December | $2,530 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life | 35 | December | $2,333 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Disability | 15 | December | $1,369 |
| PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | 1 | December | $29 |
| PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | 1 | December | $0 |
Questions
Who is TOBIN LUCKS LLP's benefits broker?
Per its most recent Form 5500 Schedule A, TOBIN LUCKS LLP's broker of record is TRIAD FINANCIAL INSURANCE MARKING.
What insurance carrier does TOBIN LUCKS LLP use?
TOBIN LUCKS LLP's benefit plan is written through UNUM LIFE INSURANCE COMPANY OF AMERICA, among 7 disclosed carriers.
When does TOBIN LUCKS LLP's group plan renew?
The most recent Schedule A policy period for TOBIN LUCKS LLP ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from TOBIN LUCKS LLP's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.