Form 5500 · Employee benefit plan · CITY OF INDUSTRY, CA
UTILITY TRAILER MANUFACTURING COMPANY, LLC
The filing calls this plan UTILITY TRAILER MANUFACTURING COMPANY, LLC PREMIUM CONVERSION PLAN.
UTILITY TRAILER MANUFACTURING COMPANY, LLC of CITY OF INDUSTRY, CA is a 2,752-participant manufacturing employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is JAMES P. BENNETT & COMPANY. Coverage is written through ANTHEM BLUE CROSS and 4 other carriers. The plan's most recent policy period ended in February.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 33-0264055 · plan 503 · plan year 2025, filed Sep 29, 2025
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229 other employer plans in California have policy years ending in February. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Fully insured as reported
The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
Benefits declared on this filing
Also declared: other welfare, death benefits.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 11 insured contracts covering health, dental, vision, life and disability; the largest, with ANTHEM BLUE CROSS, covers 2,449 people.
Reported premium across the insured contracts is $49,530,026, with $1,763,973 in disclosed broker commissions — about 3.6% of premium.
The health contract's policy period ended in February, while at least one ancillary line's policy period ended in March. The plan is on a split renewal cycle.
JAMES P. BENNETT & COMPANY is the broker of record on 10 of the 11 contracts; the rest name a different broker or none.
5 carriers appear on the filing, including ANTHEM BLUE CROSS, BLUE CROSS AND BLUE SHIELD OF ALABAMA, KAISER FOUNDATION HEALTH PLAN, INC. and UNITED OF OMAHA LIFE INSURANCE COMPANY. ANTHEM BLUE CROSS writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| ANTHEM BLUE CROSS | Health, Dental, Vision | 2,449 | Mar 1, 2025 | $42,656,308 | $1,402,625 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 239 | Mar 1, 2025 | $2,137,572 | $84,503 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Disability | 2,586 | Mar 2, 2025 | $756,999 | $75,700 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 1,331 | Mar 1, 2025 | $598,065 | $59,806 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 1,513 | Mar 1, 2025 | $216,388 | $43,278 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Disability | 2,857 | Mar 1, 2025 | $384,300 | $38,340 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 1,131 | Mar 1, 2025 | $305,495 | $30,550 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 975 | Mar 1, 2025 | $204,768 | $20,477 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 2,860 | Mar 1, 2025 | $86,941 | $8,694 |
| BLUE CROSS AND BLUE SHIELD OF ALABAMA | Health | 255 | Mar 1, 2025 | $2,181,690 | $0 |
| FEDERAL INSURANCE COMPANY | — | 335 | Mar 1, 2025 | $1,500 | $0 |
Premium and claims on these contracts
ANTHEM BLUE CROSS, contract C19663. For the contract year on this filing, the carrier reported $42,656,308 in premium earned and $40,460,335 in claims incurred. Dividing one by the other gives 95%.
BLUE CROSS AND BLUE SHIELD OF ALABAMA, contract 0014874. For the contract year on this filing, the carrier reported $2,181,690 in premium earned and $1,469,638 in claims incurred. Dividing one by the other gives 67%.
- ANTHEM BLUE CROSS, contract C19663 reported $4,670,821 in retention.
- BLUE CROSS AND BLUE SHIELD OF ALABAMA, contract 0014874 reported $234,750 in retention.
Retention is what the carrier kept of the premium after claims, as reported: administration, commissions and other charges.
Only experience-rated contracts report these figures, so most filings leave them blank.
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Reported to OSHA
Reported to OSHA for 2025: 1,832 employees, 106 recordable cases, 583 days away from work.
Source: OSHA Injury Tracking Application establishment data, 2025.
Other plans filed by this employer
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