Form 5500 · Employee benefit plan · FOLSOM, CA
ALLWORTH FINANCIAL
Public Form 5500 records show how ALLWORTH FINANCIAL (FOLSOM, CA) structures its employee benefits. Its broker of record is HUB INTERNATIONAL INS. SVCES, INC.. Coverage is written through METROPOLITAN LIFE INSURANCE COMPANY and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 68-0372662 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| METROPOLITAN LIFE INSURANCE COMPANY | Dental, Life, Disability | 1,035 | December | $41,541 |
| CALIFORNIA PHYSICIANS' SERVICE | Health | 863 | December | $0 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 146 | December | $0 |
| VISION SERVICE PLAN | Vision | 427 | December | $0 |
Questions
Who is ALLWORTH FINANCIAL's benefits broker?
Per its most recent Form 5500 Schedule A, ALLWORTH FINANCIAL's broker of record is HUB INTERNATIONAL INS. SVCES, INC..
What insurance carrier does ALLWORTH FINANCIAL use?
ALLWORTH FINANCIAL's benefit plan is written through METROPOLITAN LIFE INSURANCE COMPANY, among 4 disclosed carriers.
When does ALLWORTH FINANCIAL's group plan renew?
The most recent Schedule A policy period for ALLWORTH FINANCIAL ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from ALLWORTH FINANCIAL's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.