Benefits broker of record
NONE
NONE is named as the broker of record on 85 insurance contracts in public Form 5500 Schedule A filings.
85 contracts on file name NONE as broker of record. The full book with premiums and commissions is on the subscriber view of this page, or through the Form5500Lookup connector for ChatGPT and Claude.
Book profile
NONE brokers 85 insured contracts for 38 employers, across 13 states, led by CA, MD, GA.
Health is the largest line (38 contracts), followed by dental (14), vision (11), life (7).
KAISER FOUNDATION HEALTH PLAN, INC. writes the most contracts in the book (14, about 16%); UNITEDHEALTHCARE INSURANCE COMPANY, DELTA DENTAL OF CALIFORNIA, VISION SERVICE PLAN follow.
Renewals are spread through the year; January 1 renewals (policy year ends December) are the largest group, at 49% of the dated welfare contracts.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
health 38 · dental 14 · vision 11 · life 7 · disability 2 · stop-loss 2
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| CARPENTERS HEALTH AND WELFARE TRUST FUND FOR NORTHERN CALIFORNIA | OAKLAND, CA | KAISER FOUNDATION HEALTH PLAN, INC. | Jan 1FY2024 |
| UFCW & EMPLOYERS BENEFIT TRUST | CONCORD, CA | KAISER FOUNDATION HEALTH PLAN, INC. | Jun 1FY2024 |
| UEBT RETIREE HEALTH PLAN | CONCORD, CA | BLUE SHIELD OF CALIFORNIA | Jan 1FY2024 |
| CARPENTERS HEALTH AND WELFARE TRUST FUND FOR NORTHERN CALIFORNIA | OAKLAND, CA | KAISER FOUNDATION HEALTH PLAN, INC. | Jan 1FY2024 |
| HAWAII LABORERS' HEALTH & WELFARE FUND | HONOLULU, HI | KAISER FOUNDATION HEALTH PLAN OF HAWAII | Sep 1FY2025 |
more employers in NONE's book
See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)
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