Form 5500 · Employee benefit plan · PLEASANTON, CA
BOARD OF TRUSTEES, SAN FRANCISCO CULINARY BARTENDERS &
BOARD OF TRUSTEES, SAN FRANCISCO CULINARY BARTENDERS & of PLEASANTON, CA spreads its employee benefits across 7 insurance carriers, according to its Form 5500 Schedule A. Its broker of record is ULLICO INVESTMENT COMPANY, LLC. Coverage is written through KAISER FOUNDATION HEALTH PLAN and 6 other carriers. The plan's most recent policy period ended in February.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-1645611 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 7 insured contracts covering health and vision; the largest, with KAISER FOUNDATION HEALTH PLAN, covers 13,873 people.
Reported premium across the insured contracts is $147,944,962, with $3,322 in disclosed broker commissions — about 0% of premium.
The health contract's policy period ended in February, while at least one ancillary line renews in March — the plan is on a split renewal cycle.
ULLICO INVESTMENT COMPANY, LLC is the broker of record on 1 of the 7 contracts; the rest name a different broker or none.
7 carriers appear on the filing — KAISER FOUNDATION HEALTH PLAN, BLUE SHIELD OF CALIFORNIA, CHINESE COMMUNITY HEALTH PLAN and HEALTH NET among them — with KAISER FOUNDATION HEALTH PLAN writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| UNION LABOR LIFE INSURANCE COMPANY | — | — | March | — | $3,322 |
| UNITED HEALTHCARE | Health | 607 | March | $171,141 | $0 |
| VISION SERVICE PLAN | Vision | 5,947 | March | $644,060 | $0 |
| KAISER FOUNDATION HEALTH PLAN | Health | 13,873 | February | $106,898,735 | $0 |
| CHINESE COMMUNITY HEALTH PLAN | Health | 539 | March | $3,902,474 | $0 |
| HEALTH NET | Health, Vision | 431 | February | $2,044,172 | $0 |
| BLUE SHIELD OF CALIFORNIA | Health | 3,561 | March | $34,284,380 | $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.
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