Form 5500 · Employee benefit plan · BURLINGAME, CA
ACUMEN, LLC
ACUMEN, LLC of BURLINGAME, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is HEFFERNAN INSURANCE BROKERS. Coverage is written through ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 91-1748201 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | Health | 404 | December | $166,166 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, Life, Disability | 621 | December | $110,488 |
| KAISER FOUNDATION HEALTH PLAN INC. | Health | 141 | December | $51,898 |
| METLIFE LEGAL PLANS | — | 100 | August | $1,785 |
| METROPOLITAN GENERAL INSURANCE COMPANY | — | 5 | December | $420 |
Questions
Who is ACUMEN, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, ACUMEN, LLC's broker of record is HEFFERNAN INSURANCE BROKERS.
What insurance carrier does ACUMEN, LLC use?
ACUMEN, LLC's benefit plan is written through ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY, among 5 disclosed carriers.
When does ACUMEN, LLC's group plan renew?
The most recent Schedule A policy period for ACUMEN, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from ACUMEN, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.