Form 5500 · Employee benefit plan · TIBURON, CA
BURKLAND ASSOCIATES, LLC
BURKLAND ASSOCIATES, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is SEQUOIA BENEFITS & INS SVCS LLC. Coverage is written through CALIFORNIA PHYSICIANS SERVICE and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 27-3835270 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| CALIFORNIA PHYSICIANS SERVICE | Health, Dental, Vision | 136 | December | $8,630 |
| KAISER FOUNDATION HEALTH PLAN INC | Health | 8 | December | $4,064 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Disability | 44 | December | $3,797 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | — | 43 | December | $3,167 |
Questions
Who is BURKLAND ASSOCIATES, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, BURKLAND ASSOCIATES, LLC's broker of record is SEQUOIA BENEFITS & INS SVCS LLC.
What insurance carrier does BURKLAND ASSOCIATES, LLC use?
BURKLAND ASSOCIATES, LLC's benefit plan is written through CALIFORNIA PHYSICIANS SERVICE, among 4 disclosed carriers.
When does BURKLAND ASSOCIATES, LLC's group plan renew?
The most recent Schedule A policy period for BURKLAND ASSOCIATES, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from BURKLAND ASSOCIATES, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.