# THE HEALTH AND WELFARE PLAN FOR THE EMPLOYEES OF POINT LOMA NAZARENE

Health and welfare plan sponsored by **POINT LOMA NAZARENE UNIVERSITY**. Form 5500 filing for plan year 2026.

| Field | Value |
|---|---|
| Sponsor | POINT LOMA NAZARENE UNIVERSITY |
| EIN | 951644035 |
| Plan number | 501 |
| Plan year | 2026 |
| Location | SAN DIEGO, CA |
| Industry | higher education |
| Funding | fully insured |
| Total premiums | $9.3M |
| Participants | 691 |
| Persons covered | 963 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| SHARP HEALTH PLAN | Health, Rx, Vision, HMO |
| KAISER PERMANENTE | Health, Rx, HMO |
| UNITED CONCORDIA DENTAL PLANS OF CALIFORNIA, INC. | Dental |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Other |
| STANDARD INSURANCE COMPANY | Life, Other |
| LIFE INSURANCE COMPANY OF NORTH AMERICA (CIGNA) | LTD, Other |
| VISION SERVICE PLAN (VSP) | Vision |
| MEDIEXCEL HEALTH PLAN | Health, HMO |
| METROPOLITAN GENERAL INSURANCE COMPANY | Other |
| HEALTH AND HUMAN RESOURCE CENTER | Other |
| AFLAC | Other |

## Brokers

| Broker | Placed with |
|---|---|
| LOCKTON COMPANIES, LLC | SHARP HEALTH PLAN |
| LOCKTON COMPANIES, LLC | KAISER FOUNDATION HEALTH PLAN, INC. |
| LOCKTON COMPANIES, LLC | UNITED CONCORDIA INSURANCE COMPANY |
| LOCKTON COMPANIES, LLC | UNUM LIFE INSURANCE COMPANY OF AMERICA |
| LOCKTON COMPANIES, LLC | LIFE INSURANCE COMPANY OF NORTH AMERICA |
| LOCKTON COMPANIES, LLC | VISION SERVICE PLAN |
| LOCKTON COMPANIES, LLC | MEDIEXCEL HEALTH PLAN |
| LOCKTON COMPANIES, LLC | UNITED CONCORDIA DENTAL PLANS OF CALIFORNIA, INC. |
| LOCKTON COMPANIES, LLC | METROPOLITAN GENERAL INSURANCE COMPANY |
| JUSTIN C LAMB | AFLAC |
| JACK DANIEL HOLDER | AFLAC |
| ROBERT HENSLEY & ASSOCIATES LLC | AFLAC |
| JACQUELYN E. K. HOLDER | AFLAC |
| CLINTON CHARLES ZELEZ | AFLAC |
| HUB INTERNATIONAL MIDWEST LIMITED | AFLAC |

## 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/951644035-501
- Cite as: PlanOptica, https://planoptica.com/welfare/951644035-501
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