Form 5500 · Employee benefit plan · SANTA FE SPRINGS, CA
TRI-WEST, LTD.
Public Form 5500 records show how TRI-WEST, LTD. (SANTA FE SPRINGS, CA) structures its employee benefits. Its broker of record is ADVANCED BENEFIT CONSULTING INS SVC. Coverage is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY and 4 other carriers. The plan's most recent policy period ended in February.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 95-3633389 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 103 | February | $7,817 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 302 | February | $6,277 |
| AMERITAS LIFE INSURANCE CORP. | Vision | 334 | February | $2,909 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 307 | February | $2,389 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 62 | February | $1,359 |
Questions
Who is TRI-WEST, LTD.'s benefits broker?
Per its most recent Form 5500 Schedule A, TRI-WEST, LTD.'s broker of record is ADVANCED BENEFIT CONSULTING INS SVC.
What insurance carrier does TRI-WEST, LTD. use?
TRI-WEST, LTD.'s benefit plan is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, among 5 disclosed carriers.
When does TRI-WEST, LTD.'s group plan renew?
The most recent Schedule A policy period for TRI-WEST, LTD. ended in February. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from TRI-WEST, LTD.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.