# HIGBEE & ASSOCIATES WELFARE BENEFITS PLAN

Health and welfare plan sponsored by **HIGBEE & ASSOCIATES**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | HIGBEE & ASSOCIATES |
| EIN | 205955759 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | SANTA ANA, CA |
| Industry | Professional, Scientific, and Technical Services |
| Funding | fully_insured |
| Total premiums | $664K |
| Participants | 184 |
| Persons covered | 184 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| UNITEDHEALTHCARE INSURANCE COMPANY | Health |
| PRINCIPAL FINANCIAL GROUP | Dental, Vision, Life, STD, PPO |
| KAISER PERMANENTE | Health, Rx, HMO |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, STD, Other |

## Brokers

| Broker | Placed with |
|---|---|
| PATRIOT GROWTH INSURANCE SERVICES | UNITED HEALTHCARE INSURANCE COMPANY |
| AMWINS | UNITED HEALTHCARE INSURANCE COMPANY |
| PATRIOT GROWTH INSURANCE SERVICES | PRINCIPAL LIFE INSURANCE COMPANY |
| AMWINS | PRINCIPAL LIFE INSURANCE COMPANY |
| PATRIOT GROWTH INSURANCE SERVICES | KAISER FOUNDATION HEALTH PLAN INC. |
| AMWINS | KAISER FOUNDATION HEALTH PLAN INC. |
| COLONIAL LIFE & ACCIDENT | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/205955759-501
- Cite as: PlanOptica, https://planoptica.com/welfare/205955759-501
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers