Form 5500 · Employee benefit plan · IRVINE, CA
WESTCLIFF MANAGEMENT GROUP
WESTCLIFF MANAGEMENT GROUP of IRVINE, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is PATRIOT GROWTH INSURANCE SERVICES. Coverage is written through BLUE CROSS OF CALIFORNIA and 6 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 46-0658370 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| BLUE CROSS OF CALIFORNIA | Health | 324 | December | $81,772 |
| PRINCIPAL LIFE INSURANCE COMPANY | — | 186 | December | $10,024 |
| NORTHWESTERN MUTUAL | Disability | 337 | May | $8,828 |
| NORTHWESTERN MUTUAL | Disability | 336 | December | $5,142 |
| ANTHEM LIFE INSURANCE COMPANY | Life | 315 | December | $2,606 |
| ANTHEM LIFE INSURANCE COMPANY | Life | 311 | March | $354 |
| ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | Dental, Vision | 381 | December | $0 |
Questions
Who is WESTCLIFF MANAGEMENT GROUP's benefits broker?
Per its most recent Form 5500 Schedule A, WESTCLIFF MANAGEMENT GROUP's broker of record is PATRIOT GROWTH INSURANCE SERVICES.
What insurance carrier does WESTCLIFF MANAGEMENT GROUP use?
WESTCLIFF MANAGEMENT GROUP's benefit plan is written through BLUE CROSS OF CALIFORNIA, among 7 disclosed carriers.
When does WESTCLIFF MANAGEMENT GROUP's group plan renew?
The most recent Schedule A policy period for WESTCLIFF MANAGEMENT GROUP ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from WESTCLIFF MANAGEMENT GROUP's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.