Form 5500 · Employee benefit plan · SAN FRANCISCO, CA
BOLT FINANCIAL, INC.
BOLT FINANCIAL, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is SEQUOIA BENEFITS AND INSURANCE SVCS. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 46-5042091 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITEDHEALTHCARE INSURANCE COMPANY | Health, Vision | 95 | December | $70,440 |
| PRUDENTIAL INSURANCE COMPANY OF AMERICA | Life, Disability | 135 | December | $6,885 |
| KAISER FOUNDATION HEALTH PLAN INC | Health | 1 | December | $2,167 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Vision | 87 | December | $2,100 |
Questions
Who is BOLT FINANCIAL, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, BOLT FINANCIAL, INC.'s broker of record is SEQUOIA BENEFITS AND INSURANCE SVCS.
What insurance carrier does BOLT FINANCIAL, INC. use?
BOLT FINANCIAL, INC.'s benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 4 disclosed carriers.
When does BOLT FINANCIAL, INC.'s group plan renew?
The most recent Schedule A policy period for BOLT FINANCIAL, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from BOLT FINANCIAL, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.