Form 5500 · Employee benefit plan · SAN MATEO, CA
ABD INSURANCE AND FINANCIAL SERVICES, INC.
ABD INSURANCE AND FINANCIAL SERVICES, INC. of SAN MATEO, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is ABD INS. AND FINANCIAL SVCS., INC.. Coverage is written through KAISER FOUNDATION HEALTH PLAN, INC. and 7 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 27-0673528 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 299 | December | $120,761 |
| ARAG INSURANCE COMPANY | — | 410 | December | $5,159 |
| NATIONAL UNION FIRE INS CO OF PITTSBURGH, PA | Health | 716 | December | $273 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | Dental | 653 | December | $0 |
| VISION SERVICE PLAN | Vision | 645 | December | $0 |
| STANDARD INSURANCE COMPANY | Life, Disability | 716 | December | $0 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 762 | July | $0 |
| CONCERN EAP | — | 721 | December | $0 |
Questions
Who is ABD INSURANCE AND FINANCIAL SERVICES, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, ABD INSURANCE AND FINANCIAL SERVICES, INC.'s broker of record is ABD INS. AND FINANCIAL SVCS., INC..
What insurance carrier does ABD INSURANCE AND FINANCIAL SERVICES, INC. use?
ABD INSURANCE AND FINANCIAL SERVICES, INC.'s benefit plan is written through KAISER FOUNDATION HEALTH PLAN, INC., among 8 disclosed carriers.
When does ABD INSURANCE AND FINANCIAL SERVICES, INC.'s group plan renew?
The most recent Schedule A policy period for ABD INSURANCE AND FINANCIAL SERVICES, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from ABD INSURANCE AND FINANCIAL SERVICES, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.