Form 5500 · Employee benefit plan · REDLANDS, CA
TOM BELL PROPERTIES INC.
The filing calls this plan TOM BELL PROPERTIES INC. HEALTH AND WELFARE PLAN.
Public Form 5500 records show how TOM BELL PROPERTIES INC. of REDLANDS, CA, a retail employer, structures its employee benefits. Its broker of record is BARICH AND ASSOCIATES INSURANCE. Coverage is written through ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in November.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 26-3102860 · plan 503 · plan year 2025, filed Sep 14, 2026
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How this plan is funded
Fully insured as reported
The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
Benefits declared on this filing
Also declared: other welfare.
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 4 insured contracts covering health, dental, vision, life and disability; the largest, with ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY, covers 341 people.
Reported premium across the insured contracts is $1,911,176, with $113,261 in disclosed broker commissions — about 5.9% of premium.
The most recent policy period ended in November, and the plan year ends November 30. Group contracts typically renew on that annual cycle.
BARICH AND ASSOCIATES INSURANCE is the broker of record on 1 of the 4 contracts; the rest name a different broker or none.
3 carriers appear on the filing, including ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY, AFLAC and COLONIAL LIFE & ACCIDENT INSURANCE COMPANY. ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | Health, Dental, Vision | 341 | Dec 1, 2025 | $1,763,545 | $88,855 |
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | Life, Disability | 22 | Dec 1, 2025 | $46,446 | $8,923 |
| AFLAC | Life, Disability | 48 | Dec 1, 2025 | $59,522 | $8,755 |
| AFLAC | Life, Disability | 33 | Dec 1, 2025 | $41,663 | $6,728 |
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.
How this plan compares
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