# ATKINSON, ANDELSON, LOYA, RUUD AND ROMO EMPLOYEE BENEFITS PLAN

Health and welfare plan sponsored by **ATKINSON, ANDELSON, LOYA, RUUD AND ROMO**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | ATKINSON, ANDELSON, LOYA, RUUD AND ROMO |
| EIN | 953378600 |
| Plan number | 502 |
| Plan year | 2025 |
| Location | CERRITOS, CA |
| Industry | legal services |
| Funding | fully insured |
| Total premiums | $6.7M |
| Participants | 473 |
| Persons covered | 369 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| UNITEDHEALTHCARE INSURANCE COMPANY | Health, Rx, Dental, HMO, PPO |
| KAISER PERMANENTE | Health, Rx, HMO |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, LTD, Other, STD |
| VISION SERVICE PLAN (VSP) | Vision |
| PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | Other |

## Brokers

| Broker | Placed with |
|---|---|
| IMA FINANCIAL GROUP | UNITEDHEALTHCARE INSURANCE COMPANY |
| IMA FINANCIAL GROUP | KAISER FOUNDATION HEALTH PLAN, INC. |
| IMA FINANCIAL GROUP | UNUM LIFE INSURANCE COMPANY OF AMERICA |
| CENTRO BENEFITS RESEARCH LLC | UNUM LIFE INSURANCE COMPANY OF AMERICA |
| IMA FINANCIAL GROUP | VISION SERVICE PLAN |
| IMA FINANCIAL GROUP | UNUM INSURANCE COMPANY |
| CENTRO BENEFITS RESEARCH LLC | UNUM INSURANCE COMPANY |
| PATRICIA SWANSON | PRE-PAID LEGAL SERVICES INC. DBA LEGALSHIELD |
| HUB INTERNATIONAL MIDWEST LIMITED | PRE-PAID LEGAL SERVICES INC. DBA LEGALSHIELD |

## 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/953378600-502
- Cite as: PlanOptica, https://planoptica.com/welfare/953378600-502
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers