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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 2 other carriers. 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 Jul 2026

Participants
120
Carriers on file
3
Disclosed commissions
$73,132
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
BLUE CROSS OF CALIFORNIAHealth, Dental, Vision182December$71,613
STANDARD INSURANCE COMPANYLife121December$1,226
ANTHEM LIFE INSURANCE COMPANYLife120March$293

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 3 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.