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Form 5500 · Employee benefit plan · MAMMOTH LAKES, CA

TRIAD/HOLMES ASSOCIATES

Public Form 5500 records show how TRIAD/HOLMES ASSOCIATES (MAMMOTH LAKES, CA) structures its employee benefits. Its broker of record is PLATZ, JAMES E.. Coverage is written through PRINCIPAL LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 77-0367865 · plan 001 · as of Jul 2026

Participants
41
Carriers on file
2
Disclosed commissions
$2,396
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
PRINCIPAL LIFE INSURANCE COMPANY41December$2,151
PRINCIPAL LIFE INSURANCE COMPANY41December$245

Questions

Who is TRIAD/HOLMES ASSOCIATES's benefits broker?

Per its most recent Form 5500 Schedule A, TRIAD/HOLMES ASSOCIATES's broker of record is PLATZ, JAMES E..

What insurance carrier does TRIAD/HOLMES ASSOCIATES use?

TRIAD/HOLMES ASSOCIATES's benefit plan is written through PRINCIPAL LIFE INSURANCE COMPANY, among 2 disclosed carriers.

When does TRIAD/HOLMES ASSOCIATES's group plan renew?

The most recent Schedule A policy period for TRIAD/HOLMES ASSOCIATES ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from TRIAD/HOLMES ASSOCIATES's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.