Form 5500 · Employee benefit plan · SAN JOSE, CA
BOARD OF TRUSTEES, CAL NECA
Public Form 5500 records show how BOARD OF TRUSTEES, CAL NECA (SAN JOSE, CA) structures its employee benefits. Its broker of record is PATRIOT GROWTH INSURANCE SERVICES. Coverage is written through KAISER FOUNDATION HEALTH PLAN, INC. and 6 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-2442039 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 221 | December | $50,997 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 82 | December | $19,423 |
| VISION SERVICE PLAN | Vision | 123 | July | $1,128 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 258 | July | $869 |
| BLUE SHIELD OF CALIFORNIA | Health | 241 | July | $0 |
| DELTA DENTAL PLAN OF CALIFORNIA | Dental | 488 | December | $0 |
| AMERITAS LIFE INSURANCE CORPORATION | Dental | 525 | July | $0 |
Questions
Who is BOARD OF TRUSTEES, CAL NECA's benefits broker?
Per its most recent Form 5500 Schedule A, BOARD OF TRUSTEES, CAL NECA's broker of record is PATRIOT GROWTH INSURANCE SERVICES.
What insurance carrier does BOARD OF TRUSTEES, CAL NECA use?
BOARD OF TRUSTEES, CAL NECA's benefit plan is written through KAISER FOUNDATION HEALTH PLAN, INC., among 7 disclosed carriers.
When does BOARD OF TRUSTEES, CAL NECA's group plan renew?
The most recent Schedule A policy period for BOARD OF TRUSTEES, CAL NECA ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from BOARD OF TRUSTEES, CAL NECA's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.