Form 5500 · Employee benefit plan · STOCKTON, CA
BALANCE MANAGED SERVICES LLC
Public Form 5500 records show how BALANCE MANAGED SERVICES LLC (STOCKTON, CA) structures its employee benefits. Its broker of record is ADVOCATE, INC.. Coverage is written through KAISER FOUNDATION HEALTH PLAN, INC. and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 81-3144586 · plan 501 · as of Aug 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 65 | December | $361,571 | $25,818 |
| ANTHEM BLUE CROSS | Health | 132 | December | $577,269 | $25,440 |
| STARMOUNT LIFE INSURANCE COMPANY | Dental, Vision | 81 | December | $81,538 | $15,019 |
| METROPOLITAN LIFE INSURANCE COMPANY | — | 56 | December | $16,501 | $5,488 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life | 117 | December | $9,675 | $2,193 |
Questions
Who is BALANCE MANAGED SERVICES LLC's benefits broker?
Per its most recent Form 5500 Schedule A, BALANCE MANAGED SERVICES LLC's broker of record is ADVOCATE, INC..
What insurance carrier does BALANCE MANAGED SERVICES LLC use?
BALANCE MANAGED SERVICES LLC's benefit plan is written through KAISER FOUNDATION HEALTH PLAN, INC., among 5 disclosed carriers.
When does BALANCE MANAGED SERVICES LLC's group plan renew?
The most recent Schedule A policy period for BALANCE MANAGED SERVICES LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from BALANCE MANAGED SERVICES LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.