Form 5500 · Employee benefit plan · SANTA MONICA, CA
WILSHIRE ADVISORS LLC
Public Form 5500 records show how WILSHIRE ADVISORS LLC (SANTA MONICA, CA) structures its employee benefits. Its broker of record is BOLTON INSURANCE SERVICES LLC. 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 95-2755361 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| BLUE CROSS OF CALIFORNIA | Health, Dental, Vision | 451 | December | $191,780 |
| STANDARD INSURANCE COMPANY | Life, Disability | 250 | December | $15,058 |
| UPMC HEALTH OPTIONS | Health | 67 | December | $10,206 |
| ANTHEM LIFE INSURANCE COMPANY | Life, Disability | 260 | March | $1,491 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES ('CIGNA') | Dental | 31 | December | $294 |
| PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | Disability | 5 | December | $274 |
| UPMC HEALTH OPTIONS | Health | 0 | December | $218 |
Questions
Who is WILSHIRE ADVISORS LLC's benefits broker?
Per its most recent Form 5500 Schedule A, WILSHIRE ADVISORS LLC's broker of record is BOLTON INSURANCE SERVICES LLC.
What insurance carrier does WILSHIRE ADVISORS LLC use?
WILSHIRE ADVISORS LLC's benefit plan is written through BLUE CROSS OF CALIFORNIA, among 7 disclosed carriers.
When does WILSHIRE ADVISORS LLC's group plan renew?
The most recent Schedule A policy period for WILSHIRE ADVISORS LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from WILSHIRE ADVISORS LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.