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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 LINCOLN FINANCIAL ADVISORS. Coverage is written through LINCOLN NATIONAL LIFE INSURANCE CO. The plan's most recent policy period ended in June.

Benefits broker of record
Plan renews
June

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-2221849 · plan 003 · as of Jul 2026

Participants
569
Carriers on file
1
Disclosed commissions
$24,618
Renewal month
June

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
LINCOLN NATIONAL LIFE INSURANCE CO415June$24,618

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 LINCOLN FINANCIAL ADVISORS.

What insurance carrier does BILL WILSON CENTER use?

BILL WILSON CENTER's benefit plan is written through LINCOLN NATIONAL LIFE INSURANCE CO.

When does BILL WILSON CENTER's group plan renew?

The most recent Schedule A policy period for BILL WILSON CENTER ended in June. 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.