# THE CALIFORNIA ENDOWMENT FLEXIBLE BENEFITS PLAN

Health and welfare plan sponsored by **THE CALIFORNIA ENDOWMENT**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | THE CALIFORNIA ENDOWMENT |
| EIN | 954523232 |
| Plan number | 503 |
| Plan year | 2025 |
| Location | LOS ANGELES, CA |
| Industry | public relations and communications |
| Funding | fully insured |
| Total premiums | $3.5M |
| Participants | 129 |
| Persons covered | 305 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health, HMO |
| KAISER PERMANENTE | Health, Rx, HMO |
| AMERITAS LIFE INSURANCE CORP. | Dental, Vision |
| LINCOLN FINANCIAL GROUP | Life, Other |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | STD, LTD |
| AFLAC | Other |
| EMPATHIA, INC. | Other |
| FEDERAL INSURANCE COMPANY | Other |

## Brokers

| Broker | Placed with |
|---|---|
| MARSH & MCLENNAN AGENCY LLC | CIGNA HEALTH AND LIFE INSURANCE COMPANY |
| MCGRIFF INSURANCE SERVICES INC | CIGNA HEALTH AND LIFE INSURANCE COMPANY |
| MARSH & MCLENNAN AGENCY LLC | KAISER FOUNDATION HEALTH PLAN INC |
| MCGRIFF INSURANCE SERVICES INC | AMERITAS LIFE INSURANCE CORP. |
| MARSH & MCLENNAN AGENCY LLC | AMERITAS LIFE INSURANCE CORP. |
| MARSH & MCLENNAN AGENCY LLC | GUARDIAN |
| JULIE S KRAUS | AFLAC |
| CAROLYNN NOVAK PERNETT | AFLAC |
| RENEE SUZANNE CORSO | AFLAC |
| CN BENEFITS INC | AFLAC |
| BRADLEY IAN WITT | AFLAC |
| AMY SLOKAN | AFLAC |
| MICHAEL S NOLAN | AFLAC |
| JACOB BURNS INC. | AFLAC |
| DE VITA B MCKENZIE | AFLAC |
| MARY LOU GRAHAM | AFLAC |
| GENA GRACE QUARANTELLO | AFLAC |
| D BREDESON INSURANCE SERVICES INC | AFLAC |
| RICHARD J KUNZ | AFLAC |
| JOSEPH RAY HARDIE | AFLAC |
| DUANE ANDREW FRY | AFLAC |
| ALFRED RIETKERK | AFLAC |
| SIERRA N KIRSHY | AFLAC |
| SHANE CRAIG DAVISON | AFLAC |
| JOSEPH A BUZZELLO | AFLAC |
| PETER LYMAN SR | AFLAC |
| DENA JORDAN | AFLAC |
| CHARLES B CAREY | AFLAC |
| ALLISON FARRIS WENDELBERGER | AFLAC |
| WILLIS TOWERS WATSON US LLC | AFLAC |
| IMA FINANCIAL GROUP | FEDERAL 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/954523232-503
- Cite as: PlanOptica, https://planoptica.com/welfare/954523232-503
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