Form 5500 · Employee benefit plan · WALNUT CREEK, CA
BROWN AND CALDWELL
BROWN AND CALDWELL's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through LIFE INSURANCE COMPANY OF NORTH AMERICA and 8 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-1446346 · plan 526 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Life, Disability | 2,390 | December | $150,765 |
| AETNA LIFE INSURANCE COMPANY | Health, Dental, Vision | 13 | December | $10,690 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 160 | December | $7,332 |
| ARAG INSURANCE COMPANY | — | 732 | December | $4,766 |
| NATIONAL UNION FIRE INSURANCE COMPANY OF PITTSBURGH, PA | — | 2,390 | December | $0 |
| COMPSYCH CORPORATION | — | 2,390 | December | $0 |
| HAWAII MEDICAL SERVICE ASSOCIATION | Health | 59 | June | $0 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 30 | December | $0 |
| ROCKY MOUNTAIN HOSPITAL & MEDICAL SERVICE, INC. | Vision | 3,448 | December | $0 |
Questions
Who is BROWN AND CALDWELL's benefits broker?
Per its most recent Form 5500 Schedule A, BROWN AND CALDWELL's broker of record is LOCKTON COMPANIES, LLC.
What insurance carrier does BROWN AND CALDWELL use?
BROWN AND CALDWELL's benefit plan is written through LIFE INSURANCE COMPANY OF NORTH AMERICA, among 9 disclosed carriers.
When does BROWN AND CALDWELL's group plan renew?
The most recent Schedule A policy period for BROWN AND CALDWELL ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from BROWN AND CALDWELL's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.