Form 5500 · Employee benefit plan · PLEASANTON, CA
BOARD OF TRUSTEES, LABOR ALLIANCE MANAGED TRUST FUND
Public Form 5500 records show how BOARD OF TRUSTEES, LABOR ALLIANCE MANAGED TRUST FUND of PLEASANTON, CA, a transportation and logistics employer, structures its employee benefits. Coverage is written through KAISER FOUNDATION HEALTH PLANS INC. and 8 other carriers. The plan's most recent policy period ended in April.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-3217575 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 9 insured contracts covering health, dental, vision and life; the largest, with KAISER FOUNDATION HEALTH PLANS INC., covers 29,384 people.
Reported premium is $244,898,655; the filing discloses no broker commission on these contracts.
The health contract's policy period ended in April, while at least one ancillary line renews in March — the plan is on a split renewal cycle.
No broker of record is named on the Schedule A — the contracts may be direct-written or the broker fields were left blank on the filing.
9 carriers appear on the filing — KAISER FOUNDATION HEALTH PLANS INC., UNITED HEALTHCARE OF CALIFORNIA, UNITED HEALTHCARE INSURANCE COMPANY and UNITED CONCORDIA INSURANCE COMPANY among them — with KAISER FOUNDATION HEALTH PLANS INC. writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| KAISER FOUNDATION HEALTH PLANS INC. | Health | 29,384 | April | $185,285,284 | $0 |
| LIBERTY DENTAL PLAN OF CALIFORNIA, INC | Dental | 13,195 | March | $1,741,619 | $0 |
| PRUDENTIAL GROUP INSURANCE | Life | 14,653 | March | $520,177 | $0 |
| SIERRA HEALTH AND LIFE INSURANCE COMPANY, INC. | Health | 153 | March | $815,888 | $0 |
| SIMNSA | Health | 650 | March | $1,434,285 | $0 |
| UNITED CONCORDIA INSURANCE COMPANY | Dental | 14,828 | March | $5,573,479 | $0 |
| UNITED HEALTHCARE INSURANCE COMPANY | Health | 3,071 | March | $14,104,160 | $0 |
| UNITED HEALTHCARE OF CALIFORNIA | — | 1,489 | March | $32,456,166 | $0 |
| VISION SERVICE PLAN | Vision | 14,652 | March | $2,967,597 | $0 |
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