Form 5500 · Employee benefit plan · IRVINE, CA
WNC & ASSOCIATES, INC.
WNC & ASSOCIATES, INC. of IRVINE, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is LAKE FOREST INSURANCE. Coverage is written through BLUE CROSS OF CALIFORNIA and 2 other carriers. The plan's most recent policy period ended in November.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 95-2750891 · plan 505 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| BLUE CROSS OF CALIFORNIA | Health | 188 | November | $69,503 |
| PRINCIPAL LIFE INSURANCE COMPANY | Dental, Vision, Life, Disability | 250 | November | $24,655 |
| LEGALPLANS, USA | — | 30 | November | $0 |
Questions
Who is WNC & ASSOCIATES, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, WNC & ASSOCIATES, INC.'s broker of record is LAKE FOREST INSURANCE.
What insurance carrier does WNC & ASSOCIATES, INC. use?
WNC & ASSOCIATES, INC.'s benefit plan is written through BLUE CROSS OF CALIFORNIA, among 3 disclosed carriers.
When does WNC & ASSOCIATES, INC.'s group plan renew?
The most recent Schedule A policy period for WNC & ASSOCIATES, INC. ended in November. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from WNC & ASSOCIATES, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.