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Form 5500 · Employee benefit plan · SANTA CLARA, CA

BILL WILSON CENTER

Public Form 5500 records show how BILL WILSON CENTER (SANTA CLARA, CA) structures its employee benefits. Its broker of record is HEFFERNAN INSURANCE BROKERS. Coverage is written through KAISER FOUNDATION HEALTH PLAN INC. 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 94-2221849 · plan 501 · as of Jul 2026

Participants
204
Carriers on file
3
Disclosed commissions
$121,895
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
KAISER FOUNDATION HEALTH PLAN INC.Health175December$85,948
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICADental, Vision, Life, Disability233December$33,745
SUTTER HEALTH PLANHealth18December$2,202

Questions

Who is BILL WILSON CENTER's benefits broker?

Per its most recent Form 5500 Schedule A, BILL WILSON CENTER's broker of record is HEFFERNAN INSURANCE BROKERS.

What insurance carrier does BILL WILSON CENTER use?

BILL WILSON CENTER's benefit plan is written through KAISER FOUNDATION HEALTH PLAN INC., among 3 disclosed carriers.

When does BILL WILSON CENTER's group plan renew?

The most recent Schedule A policy period for BILL WILSON CENTER ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

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