# FERNANDEZ HOLDINGS, INC. WELFARE BENEFITS PLAN

Health and welfare plan sponsored by **FERNANDEZ HOLDINGS, INC**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | FERNANDEZ HOLDINGS, INC |
| EIN | 275560752 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | PACIFIC PALISADES, CA |
| Industry | investment management |
| Funding | fully insured |
| Total premiums | $1.4M |
| Participants | 2,541 |
| Persons covered | 3,270 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| VOYA FINANCIAL | Life, STD, LTD, Other |

## Brokers

| Broker | Placed with |
|---|---|
| EDGEWOOD PARTNERS INSURANCE CENTER | RELIASTAR LIFE INSURANCE COMPANY |
| BENE RE LLC | RELIASTAR LIFE 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/275560752-501
- Cite as: PlanOptica, https://planoptica.com/welfare/275560752-501
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