Form 5500 · Employee benefit plan · SAN JOSE, CA
ASIAN AMERICANS FOR COMMUNITY INVOLVEMENT OF SANTA CLARA COUNTY,
ASIAN AMERICANS FOR COMMUNITY INVOLVEMENT OF SANTA CLARA COUNTY, of SAN JOSE, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is MORGAN STANLEY SMITH BARNEY. Coverage is written through VOYA RETIREMENT & ANNUITY COMPANY and 1 other carrier. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-2292491 · plan 001 · as of Aug 2026
Plan brief
The filing discloses $1 in broker commissions; premium is not reported on these contracts.
The most recent policy period ended in June, and the plan year ends June 30. Group contracts typically renew on that annual cycle.
MORGAN STANLEY SMITH BARNEY is the broker of record on 1 of the 2 contracts; the rest name a different broker or none.
Two carriers split the book: VOYA RETIREMENT & ANNUITY COMPANY and STANDARD INSURANCE COMPANY.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| VOYA RETIREMENT & ANNUITY COMPANY | — | 1 | June | — | $1 |
| STANDARD INSURANCE COMPANY | — | 351 | June | — | $0 |
More employer plans in California — largest plans, brokers, carriers and renewal months.