# PCF FLEXIBLE BENEFITS PLAN

Health and welfare plan sponsored by **PCF INSURANCE SERVICES OF THE WEST, LLC**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | PCF INSURANCE SERVICES OF THE WEST, LLC |
| EIN | 821368960 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | LINDON, UT |
| Industry | Finance and Insurance |
| Funding | fully insured |
| Total premiums | $4.9M |
| Participants | 2,085 |
| Persons covered | 4,059 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, STD |
| NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK | Life, LTD, Other |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Other |
| KAISER PERMANENTE | Health, Rx, HMO |
| ANSEL SERVICES | Other |
| EYEMED VISION CARE | Vision |
| SYMETRA LIFE INSURANCE COMPANY | Other |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Dental |
| TELUS HEALTH (US) LTD. | Other |

## Brokers

| Broker | Placed with |
|---|---|
| TRUCORDIA INSURANCE SERVICES LLC | GUARDIAN LIFE INSURANCE COMPANY OF AMERICA |
| ROGERS BENEFIT GROUP INC | GUARDIAN LIFE INSURANCE COMPANY OF AMERICA |
| GALLAGHER BENEFIT SERVICES, INC. | GUARDIAN LIFE INSURANCE COMPANY OF AMERICA |
| PCF INSURANCE SERVICES OF THE WEST | NEW YORK LIFE INSURANCE COMPANY OF THE NORTH |
| PCF INSURANCE SERVICES OF THE WEST | UNUM LIFE INSURANCE COMPANY OF AMERICA |
| PCF INSURANCE SERVICES OF THE WEST | ANSEL SERVICES |
| PCF INSURANCE SERVICES OF THE WEST | EYEMED VISION CARE ON BEHALF OF THE FIDELITY SECURITY LIFE INS COMPANY |
| TRUCORDIA INSURANCE SERVICES LLC | EYEMED VISION CARE ON BEHALF OF THE FIDELITY SECURITY LIFE INS COMPANY |
| TRUCORDIA INSURANCE SERVICES LLC | SYMETRA SELECT BENEFITS |
| PCF INSURANCE SERVICES OF THE WEST | CIGNA HEALTH AND 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/821368960-501
- Cite as: PlanOptica, https://planoptica.com/welfare/821368960-501
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