# ROBERT HEELY CONSTRUCTION LP WELFARE BENEFITS PLAN

Health and welfare plan sponsored by **ROBERT HEELY CONSTRUCTION LP**. Form 5500 filing for plan year 2024.

| Field | Value |
|---|---|
| Sponsor | ROBERT HEELY CONSTRUCTION LP |
| EIN | 770669141 |
| Plan number | 501 |
| Plan year | 2024 |
| Location | BAKERSFIELD, CA |
| Industry | construction |
| Funding | fully insured |
| Total premiums | $875K |
| Participants | 125 |
| Persons covered | 125 |

## Insurance carriers (Schedule A)

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

## Brokers

| Broker | Placed with |
|---|---|
| ACRISURE LLC | UNITED HEALTHCARE INSURANCE COMPANY |
| C&B INSURANCE SERVICES INC | UNITED HEALTHCARE INSURANCE COMPANY |
| ACRISURE LLC | KAISER FOUNDATION HEALTH PLAN |
| C&B INSURANCE SERVICES INC | KAISER FOUNDATION HEALTH PLAN |
| DAVID O CHRISTENSEN | COLONIAL LIFE & ACCIDENT COMPANY |
| ACRISURE LLC | COLONIAL LIFE & ACCIDENT COMPANY |
| ANDREA MARIE TIERCE | COLONIAL LIFE & ACCIDENT COMPANY |
| LUIS PEREZ BENEFIT INSURANCE SOLUTI | COLONIAL LIFE & ACCIDENT COMPANY |
| LUIS RAFAEL VALLE | COLONIAL LIFE & ACCIDENT COMPANY |
| MICHAEL F FAHEY III | COLONIAL LIFE & ACCIDENT COMPANY |
| LORI ROBIN NISHIMORI | COLONIAL LIFE & ACCIDENT COMPANY |
| ELIZABETH CELIS | COLONIAL LIFE & ACCIDENT COMPANY |
| JOHN D EVANGELISTA | COLONIAL LIFE & ACCIDENT COMPANY |
| RAYMOND KWOCKMAN GONG | COLONIAL LIFE & ACCIDENT COMPANY |
| ERIC ALEXANDER NOVOA | COLONIAL LIFE & ACCIDENT COMPANY |
| INSURICA, INC. | COLONIAL LIFE & ACCIDENT COMPANY |
| MARIA YVONNE RODIGHIERO | COLONIAL LIFE & ACCIDENT COMPANY |
| LUZ CASTILLO BARRIGA | COLONIAL LIFE & ACCIDENT COMPANY |
| C&B INSURANCE SERVICES INC | COLONIAL LIFE & ACCIDENT COMPANY |
| BART EHINGER | COLONIAL LIFE & ACCIDENT COMPANY |
| CONSUMER DRIVEN BENEFITS LLC | COLONIAL LIFE & ACCIDENT COMPANY |
| RUBEN RODRIGUEZ BAEZA | COLONIAL LIFE & ACCIDENT COMPANY |
| TINA HERNANDEZ | COLONIAL LIFE & ACCIDENT COMPANY |
| CHRISTINE A MILLER | COLONIAL LIFE & ACCIDENT COMPANY |
| ACRISURE LLC | GUARDIAN |
| C&B INSURANCE SERVICES INC | GUARDIAN |
| ENROLL EASE | GUARDIAN |

## 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/770669141-501
- Cite as: PlanOptica, https://planoptica.com/welfare/770669141-501
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