# O'CONNOR WOODS HEALTH AND WELFARE PLAN

Health and welfare plan sponsored by **O'CONNOR WOODS HOUSING CORP**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | O'CONNOR WOODS HOUSING CORP |
| EIN | 680201024 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | STOCKTON, CA |
| Industry | hospital & health care |
| Funding | fully insured |
| Total premiums | $2.5M |
| Participants | 241 |
| Persons covered | 345 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| SUTTER HEALTH PLAN | Health, Rx, HMO |
| KAISER PERMANENTE | Health, Rx, HMO |
| LINCOLN FINANCIAL GROUP | Life, STD, Other |
| AFLAC | Indemnity, Other |
| METLIFE LEGAL PLANS | Vision |
| PREMIER ACCESS INSURANCE COMPANY | Dental |

## Brokers

| Broker | Placed with |
|---|---|
| RELATIONS INSURANCE SERVICES | SUTTER HEALTH PLAN |
| RELATIONS INSURANCE SERVICES | KAISER FOUNDATION HEALTH PLAN, INC. |
| RELATION INSURANCE SERVICES OF CA | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY |
| CENTRO BENEFITS RESEARCH LLC | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY |
| RELATIONS INSURANCE SERVICES | AFLAC |
| MARJORIE B. YACOPETTI | AFLAC |
| PAULINE M. SIMPSON | AFLAC |
| LANCE WALUSKO | AFLAC |
| USI INSURANCE SERVICES LLC | AFLAC |
| PETER JAMES SARANTIS | AFLAC |
| LAURALYNE BOONE | AFLAC |
| RELATIONS INSURANCE SERVICES | METROPOLITAN LIFE INSURANCE COMPANY |
| RELATIONS INSURANCE SERVICES | PREMIER ACCESS 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/680201024-501
- Cite as: PlanOptica, https://planoptica.com/welfare/680201024-501
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers