form5500lookup

Form 5500 · Employee benefit plan · SAN LUIS OBISPO, CA

TRUST AUTOMATION, INC.

TRUST AUTOMATION, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is MORRIS & GARRITANO INSURANCE AGENCY. Coverage is written through BLUE CROSS OF CALIFORNIA and 1 other carrier. The plan's most recent policy period ended in December.

Benefits broker of record
Insurance carrier
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 77-0420691 · plan 501 · as of Aug 2026

Participants
126
Carriers on file
2
Disclosed commissions
$93,302
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
BLUE CROSS OF CALIFORNIAHealth, Dental, Vision215December$1,930,411$90,404
ANTHEM LIFE INSURANCE COMPANYLife145December$19,558$2,898

Questions

Who is TRUST AUTOMATION, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, TRUST AUTOMATION, INC.'s broker of record is MORRIS & GARRITANO INSURANCE AGENCY.

What insurance carrier does TRUST AUTOMATION, INC. use?

TRUST AUTOMATION, INC.'s benefit plan is written through BLUE CROSS OF CALIFORNIA, among 2 disclosed carriers.

When does TRUST AUTOMATION, INC.'s group plan renew?

The most recent Schedule A policy period for TRUST AUTOMATION, INC. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from TRUST AUTOMATION, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.