Form 5500 · Employee benefit plan · SAN DIEGO, CA
BOARD OF TRUSTEES, SAN DIEGO ROOFERS TRUST
The filing calls this plan SAN DIEGO ROOFERS TRUST.
BOARD OF TRUSTEES, SAN DIEGO ROOFERS TRUST of SAN DIEGO, CA is a 465-participant construction employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is PATRIOT GROWTH INS SERVICES LLC. Coverage is written through KAISER FOUNDATION HEALTH PLAN, INC. and 1 other carrier. The plan's most recent policy period ended in January.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 95-6052184 · plan 501 · plan year 2025, filed Sep 15, 2026
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142 other employer plans in California have policy years ending in January. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Both, as reported
The filing reports both insurance premium and benefits paid from the plan's own money, and the two amounts do not line up.
A stop-loss policy appears on a Form 5500 only when the plan itself is the beneficiary, or the premiums are paid from plan money. Many employers buy stop-loss and never report it here. So a plan with no stop-loss on its filing may still have it.
Benefits declared on this filing
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 2 insured contracts covering health, life and disability; the largest, with KAISER FOUNDATION HEALTH PLAN, INC., covers 467 people.
The filing declares health, life, disability and dental. Dental appears with no insured contract on Schedule A. That coverage may be self-funded, or placed with a carrier that is not on this filing.
Reported premium across the insured contracts is $2,099,630, with $4,477 in disclosed broker commissions — about 0.2% of premium.
The health contract's policy period ended in January, while at least one ancillary line's policy period ended in November. The plan is on a split renewal cycle.
PATRIOT GROWTH INS SERVICES LLC is the broker of record on 1 of the 2 contracts; the rest name a different broker or none.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life, Disability | 207 | Dec 1, 2025 | $29,849 | $4,477 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 467 | Feb 1, 2025 | $2,069,781 | $0 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.
Money the plan held and paid out
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H
These are the plan's own figures from Schedule H, the financial statement it files. They are not the premium on Schedule A.
How this plan compares
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Renewal calendar
142 other employer plans in California are February 1 renewals (policy year ends January).
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