Form 5500 · Employee benefit plan · SAN JOSE, CA
BOARD OF TRUSTEES EVERGREEN TEACHER ASSOCIATION HEALTH & WELFARE TRUST
BOARD OF TRUSTEES EVERGREEN TEACHER ASSOCIATION HEALTH & WELFARE TRUST of SAN JOSE, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is CHELBAY SCHULER CHELBAY. Coverage is written through UNUM LIFE INSURANCE COMPANY OF AMERICA. The plan's most recent policy period ended in August.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 77-6019718 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 483 | August | $5,632 |
Questions
Who is BOARD OF TRUSTEES EVERGREEN TEACHER ASSOCIATION HEALTH & WELFARE TRUST's benefits broker?
Per its most recent Form 5500 Schedule A, BOARD OF TRUSTEES EVERGREEN TEACHER ASSOCIATION HEALTH & WELFARE TRUST's broker of record is CHELBAY SCHULER CHELBAY.
What insurance carrier does BOARD OF TRUSTEES EVERGREEN TEACHER ASSOCIATION HEALTH & WELFARE TRUST use?
BOARD OF TRUSTEES EVERGREEN TEACHER ASSOCIATION HEALTH & WELFARE TRUST's benefit plan is written through UNUM LIFE INSURANCE COMPANY OF AMERICA.
When does BOARD OF TRUSTEES EVERGREEN TEACHER ASSOCIATION HEALTH & WELFARE TRUST's group plan renew?
The most recent Schedule A policy period for BOARD OF TRUSTEES EVERGREEN TEACHER ASSOCIATION HEALTH & WELFARE TRUST ended in August. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from BOARD OF TRUSTEES EVERGREEN TEACHER ASSOCIATION HEALTH & WELFARE TRUST's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.