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Form 5500 · Employee benefit plan · REDWOOD CITY, CA

BALSAM BRANDS INC.

Public Form 5500 records show how BALSAM BRANDS INC. (REDWOOD CITY, CA) structures its employee benefits. Its broker of record is GALLAGHER BENEFIT SERVICES, INC.. Coverage is written through UNITED OF OMAHA LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 47-3255205 · plan 501 · as of Jul 2026

Participants
191
Carriers on file
3
Disclosed commissions
$19,538
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITED OF OMAHA LIFE INSURANCE COMPANYLife, Disability177December$12,253
DELTA DENTAL OF CALIFORNIADental383December$6,049
SUNLIFE ASSURANCE COMPANY OF CANADAVision171December$1,236

Questions

Who is BALSAM BRANDS INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, BALSAM BRANDS INC.'s broker of record is GALLAGHER BENEFIT SERVICES, INC..

What insurance carrier does BALSAM BRANDS INC. use?

BALSAM BRANDS INC.'s benefit plan is written through UNITED OF OMAHA LIFE INSURANCE COMPANY, among 3 disclosed carriers.

When does BALSAM BRANDS INC.'s group plan renew?

The most recent Schedule A policy period for BALSAM BRANDS INC. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from BALSAM BRANDS INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.