# S & M MOVING SYSTEMS WEST INC. HEALTH AND WELFARE BENEFIT PLAN

Health and welfare plan sponsored by **S & M MOVING SYSTEMS**. Form 5500 filing for plan year 2024.

| Field | Value |
|---|---|
| Sponsor | S & M MOVING SYSTEMS |
| EIN | 464084396 |
| Plan number | 502 |
| Plan year | 2024 |
| Location | CHANDLER, AZ |
| Industry | Transportation and Warehousing |
| Funding | fully insured |
| Total premiums | $512K |
| Participants | 8 |
| Persons covered | 63 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| KAISER PERMANENTE | Health, Rx, HMO |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health, Rx |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, Life, Other |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, STD, Other |
| TRANSAMERICA LIFE INSURANCE COMPANY | Other |

## Brokers

| Broker | Placed with |
|---|---|
| EDGEWOOD PARTNERS INSURANCE CENTER | UNITEDHEALTHCARE |
| EDWOOD PARTNERS INSURANCE CENTER | KAISER FOUNDATION HEALTH PLAN, INC. |
| BEERE & PURVES INC | KAISER FOUNDATION HEALTH PLAN, INC. |
| EDGEWOOD PARTNERS INSURANCE CENTER | KAISER FOUNDATION HEALTH PLAN, INC. |
| EDGEWOOD PARTNERS INSURANCE CENTER | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST |
| EDGEWOOD PARTNERS INSURANCE CENTER | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA |
| PACIFIC ADVISORS LLC | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA |
| RONNY ANN WARNER | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| HELEN R GIROUX | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| DANA MARIE MOWATT | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| KRISTI LEAASE | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| SUSAN GOLD STOKES | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| MCCAREY INC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| HOLLEM & ASSOCIATES INCORPORATED | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| DEBORAH ALEXAKOS | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| KEVIN FITZGERALD HOWARD | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| JACK WU | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| HARVING HORACIO HURTADO | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| LUIS PEREZ BENEFIT INSURANCE SOLUTI | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| NOEL HASERT | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| SHANE G ROSS | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| PATRICIA FERNANDEZ | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| STERN INSURANCE GROUP INC | TRANSAMERICA LIFE INSURANCE COMPANY |
| EDGEWOOD PARTNERS INSURANCE CENTER | TRANSAMERICA LIFE INSURANCE COMPANY |
| PARAGON PARTNERS LTD | TRANSAMERICA 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/464084396-502
- Cite as: PlanOptica, https://planoptica.com/welfare/464084396-502
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