Form 5500 · Employee benefit plan · CONCORD, CA
ATHENS INSURANCE SERVICE, INC.
Public Form 5500 records show how ATHENS INSURANCE SERVICE, INC. (CONCORD, CA) structures its employee benefits. Its broker of record is EDGEWOOD PARTNERS INSURANCE CENTER. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 7 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 68-0177136 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITEDHEALTHCARE INSURANCE COMPANY | Health | 579 | December | $217,660 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 538 | December | $37,696 |
| KAISER FOUNDATION HEALTH PLAN INC | Health | 159 | December | $37,263 |
| KAISER FOUNDATION HEALTH PLAN INC | Health | 96 | December | $20,326 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life | 238 | December | $12,854 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 259 | December | $11,461 |
| VISION SERVICE PLAN | Vision | 397 | December | $0 |
| NEW YORK LIFE GROUP BENEFIT SOLUTIONS | — | 538 | July | $0 |
Questions
Who is ATHENS INSURANCE SERVICE, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, ATHENS INSURANCE SERVICE, INC.'s broker of record is EDGEWOOD PARTNERS INSURANCE CENTER.
What insurance carrier does ATHENS INSURANCE SERVICE, INC. use?
ATHENS INSURANCE SERVICE, INC.'s benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 8 disclosed carriers.
When does ATHENS INSURANCE SERVICE, INC.'s group plan renew?
The most recent Schedule A policy period for ATHENS INSURANCE SERVICE, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from ATHENS INSURANCE SERVICE, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.