Form 5500 · Employee benefit plan · SAN FERNANDO, CA
BERNARDS BROS., INC.
Public Form 5500 records show how BERNARDS BROS., INC. (SAN FERNANDO, CA) structures its employee benefits. Its broker of record is ORION RISK MANAGEMENT. Coverage is written through KAISER FOUNDATION HEALTH PLAN INC. and 9 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 95-2920045 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| KAISER FOUNDATION HEALTH PLAN INC. | Health | 183 | December | $61,556 |
| CONTINENTAL AMERICAN INSURANCE COMPANY | Life | 117 | December | $20,404 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 186 | December | $15,967 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Dental | 260 | December | $14,787 |
| METROPOLITAN LIFE INSURANCE COMPANY | Vision | 907 | December | $5,348 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 126 | December | $4,734 |
| KAISER FOUNDATION HEALTH PLAN INC. | Health | 11 | December | $2,692 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 320 | December | $1,116 |
| CALIFORNIA PHYSICIANS SERVICE | Health | 192 | December | $0 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Disability | 315 | December | $0 |
Questions
Who is BERNARDS BROS., INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, BERNARDS BROS., INC.'s broker of record is ORION RISK MANAGEMENT.
What insurance carrier does BERNARDS BROS., INC. use?
BERNARDS BROS., INC.'s benefit plan is written through KAISER FOUNDATION HEALTH PLAN INC., among 10 disclosed carriers.
When does BERNARDS BROS., INC.'s group plan renew?
The most recent Schedule A policy period for BERNARDS BROS., INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from BERNARDS BROS., INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.