# A.M. ORTEGA HEALTH & WELFARE PROGRAM

Health and welfare plan sponsored by **A.M. ORTEGA CONSTRUCTION, INC.**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | A.M. ORTEGA CONSTRUCTION, INC. |
| EIN | 330118336 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | LAKESIDE, CA |
| Industry | Construction |
| Funding | fully insured |
| Total premiums | $717K |
| Participants | 136 |
| Persons covered | 220 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| CALIFORNIA CHOICE | Health |
| MEDIEXCEL HEALTH PLAN | Health, HMO |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Other |
| AMERITAS LIFE INSURANCE CORP. | Dental, Vision |
| HOLMAN FAMILY COUNSELING, INC. | Other |
| LIBERTY DENTAL PLAN OF CALIFORNIA, INC. | Dental, HMO |

## Brokers

| Broker | Placed with |
|---|---|
| MCGRIFF INSURANCE SERVICES INC | CALIFORNIACHOICE |
| CRC BENEFITS | CALIFORNIACHOICE |
| MCGRIFF INSURANCE SERVICES INC | MEDIEXCEL HEALTH PLAN |
| MARSH & MCLENNAN AGENCY LLC | AMERITAS LIFE INSURANCE CORP. |
| MCGRIFF INSURANCE SERVICES INC | AMERITAS LIFE INSURANCE CORP. |
| MARSH & MCLENNAN AGENCY LLC | UNUM LIFE INSURANCE COMPANY OF AMERICA |
| ASSUREDPARTNERS | UNUM LIFE INSURANCE COMPANY OF AMERICA |
| MCGRIFF INSURANCE SERVICES INC | HOLMAN FAMILY COUNSELING, INC. |
| MCGRIFF INSURANCE SERVICES INC | LIBERTY DENTAL PLAN OF CALIFORNIA, INC |

## 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/330118336-501
- Cite as: PlanOptica, https://planoptica.com/welfare/330118336-501
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