Form 5500 · Employee benefit plan · SAN JOSE, CA
BOARD OF TRUSTEES, SAN MATEO ELECTRICAL WORKERS HEALTH PLAN
Public Form 5500 records show how BOARD OF TRUSTEES, SAN MATEO ELECTRICAL WORKERS HEALTH PLAN (SAN JOSE, CA) structures its employee benefits. Its broker of record is CAPITAL PEAK LLC. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 6 other carriers. The plan's most recent policy period ended in May.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-6077924 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Stop-loss | 759 | May | $538,256 |
| DELTA DENTAL PLAN OF CALIFORNIA | Dental | 0 | September | $0 |
| KAISER FOUNDATION HEALTH PLANS INC. | Health | 796 | May | $0 |
| AMERITAS LIFE INSURANCE CORP. | Dental | 2,604 | May | $0 |
| UNITED BEHAVIORAL HEALTH DBA OPTUM | — | 994 | May | $0 |
| VISION SERVICE PLAN | Vision | 938 | May | $0 |
| METROPOLITAN LIFE INSURANCE COMPANY | Life | 1,041 | August | $0 |
Questions
Who is BOARD OF TRUSTEES, SAN MATEO ELECTRICAL WORKERS HEALTH PLAN's benefits broker?
Per its most recent Form 5500 Schedule A, BOARD OF TRUSTEES, SAN MATEO ELECTRICAL WORKERS HEALTH PLAN's broker of record is CAPITAL PEAK LLC.
What insurance carrier does BOARD OF TRUSTEES, SAN MATEO ELECTRICAL WORKERS HEALTH PLAN use?
BOARD OF TRUSTEES, SAN MATEO ELECTRICAL WORKERS HEALTH PLAN's benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 7 disclosed carriers.
When does BOARD OF TRUSTEES, SAN MATEO ELECTRICAL WORKERS HEALTH PLAN's group plan renew?
The most recent Schedule A policy period for BOARD OF TRUSTEES, SAN MATEO ELECTRICAL WORKERS HEALTH PLAN ended in May. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from BOARD OF TRUSTEES, SAN MATEO ELECTRICAL WORKERS HEALTH PLAN's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.