Form 5500 · Employee benefit plan · SAN LUIS OBISPO, CA
WESTPAC INVESTMENTS INC.
WESTPAC INVESTMENTS INC. of SAN LUIS OBISPO, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is MORRIS & GARRITANO INS AGENCY, INC.. Coverage is written through BLUE CROSS OF CALIFORNIA and 2 other carriers. The plan's most recent policy period ended in September.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 77-0505583 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| BLUE CROSS OF CALIFORNIA | Health | 92 | September | $55,644 |
| PRINCIPAL LIFE INSURANCE COMPANY | Dental, Vision, Life | 249 | September | $10,479 |
| BLUE CROSS BLUE SHIELD ARIZONA | Health | 13 | September | $6,216 |
Questions
Who is WESTPAC INVESTMENTS INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, WESTPAC INVESTMENTS INC.'s broker of record is MORRIS & GARRITANO INS AGENCY, INC..
What insurance carrier does WESTPAC INVESTMENTS INC. use?
WESTPAC INVESTMENTS INC.'s benefit plan is written through BLUE CROSS OF CALIFORNIA, among 3 disclosed carriers.
When does WESTPAC INVESTMENTS INC.'s group plan renew?
The most recent Schedule A policy period for WESTPAC INVESTMENTS INC. ended in September. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from WESTPAC INVESTMENTS INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.