Form 5500 · Employee benefit plan · SAN LUIS OBISPO, CA
TRANSITIONS-MENTAL HEALTH ASSOCIATION
TRANSITIONS-MENTAL HEALTH ASSOCIATION's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is MORRIS & GARRITANO INS AGENCY, INC.. Coverage is written through BLUE CROSS OF CALIFORNIA and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 95-3509040 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| BLUE CROSS OF CALIFORNIA | Health, Dental | 108 | December | $53,773 |
| PRINCIPAL LIFE INSURANCE COMPANY | Dental, Vision, Life | 199 | December | $1,354 |
| TRANSITIONS MENTAL HEALTH | — | 200 | December | $0 |
Questions
Who is TRANSITIONS-MENTAL HEALTH ASSOCIATION's benefits broker?
Per its most recent Form 5500 Schedule A, TRANSITIONS-MENTAL HEALTH ASSOCIATION's broker of record is MORRIS & GARRITANO INS AGENCY, INC..
What insurance carrier does TRANSITIONS-MENTAL HEALTH ASSOCIATION use?
TRANSITIONS-MENTAL HEALTH ASSOCIATION's benefit plan is written through BLUE CROSS OF CALIFORNIA, among 3 disclosed carriers.
When does TRANSITIONS-MENTAL HEALTH ASSOCIATION's group plan renew?
The most recent Schedule A policy period for TRANSITIONS-MENTAL HEALTH ASSOCIATION ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from TRANSITIONS-MENTAL HEALTH ASSOCIATION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.