# CASA DORINDA HEALTH AND WELFARE BENEFITS PLAN

Health and welfare plan sponsored by **MONTECITO RETIREMENT ASSOCIATION** (dba CASA DORINDA). Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | MONTECITO RETIREMENT ASSOCIATION |
| EIN | 237425754 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | SANTA BARBARA, CA |
| Industry | individual & family services |
| Funding | mixed |
| Total premiums | $858K |
| Participants | 232 |
| Persons covered | 305 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| KAISER PERMANENTE | Health, Rx, HMO |
| ANTHEM LIFE INSURANCE COMPANY | Dental |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Other, STD, LTD |
| AFLAC | Indemnity, Other |

## Brokers

| Broker | Placed with |
|---|---|
| DIGITAL INSURANCE LLC | KAISER FOUNDATION HEALTH PLAN INC |
| DIGITAL INSURANCE LLC | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY |
| LORI TAKEUCHI | AFLAC |
| STEPHEN HARDY | AFLAC |
| TIRZO A LOPEZ | AFLAC |
| GUADALUPE SANTOYO | AFLAC |
| PHILLIP RAY MIRANDA | AFLAC |
| ROYAL M DEARVIL | AFLAC |
| KAREN A WILSON | AFLAC |
| GARY WAYNE WILLINGHAM | AFLAC |
| SHEILA M KEARNS | AFLAC |
| WILLINGHAM INC | AFLAC |
| KAREN LEE LINDSEY | AFLAC |
| MARK FRIEHE | AFLAC |
| D BREDESON INSURANCE SERVICES INC | AFLAC |
| SHANE CRAIG DAVISON | AFLAC |
| CHARLES B CAREY | AFLAC |
| DIGITAL INSURANCE LLC | UNUM LIFE INSURANCE COMPANY OF AMERICA |
| CENTRO BENEFITS RESEARCH LLC | UNUM LIFE INSURANCE COMPANY OF AMERICA |
| ONEDIGITAL EXPRESSLINK LLC | UNUM LIFE INSURANCE COMPANY OF AMERICA |

## 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/237425754-501
- Cite as: PlanOptica, https://planoptica.com/welfare/237425754-501
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