# KIMBALL AND TIREY WELFARE BENEFITS PLAN

Health and welfare plan sponsored by **KIMBALL, TIREY AND ST. JOHN LLP**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | KIMBALL, TIREY AND ST. JOHN LLP |
| EIN | 330404480 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | SAN DIEGO, CA |
| Industry | law practice |
| Funding | fully insured |
| Total premiums | $3.4M |
| Participants | 360 |
| Persons covered | 416 |

## Insurance carriers (Schedule A)

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

## Brokers

| Broker | Placed with |
|---|---|
| LUNDY INSURANCE SERVICES | AETNA HEALTH, INC. |
| AMWINS | AETNA HEALTH, INC. |
| LUNDY INSURANCE SERVICES | AETNA LIFE INSURANCE COMPANY |
| AMWINS | AETNA LIFE INSURANCE COMPANY |
| LUNDY INSURANCE SERVICES | KAISER FOUNDATION HEALTH PLAN INC. |
| LUNDY INSURANCE SERVICES | UNUM LIFE INSURANCE COMPANY OF AMERICA |
| AFLAC - SEE ATTACHMENT | AFLAC |
| LUNDY INSURANCE SERVICES | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON |

## 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/330404480-501
- Cite as: PlanOptica, https://planoptica.com/welfare/330404480-501
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