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Form 5500 · Employee benefit plan · SACRAMENTO, CA

CALIFORNIA ASSOCIATION OF MORTGAGE PROFESSIONALS

Public Form 5500 records show how CALIFORNIA ASSOCIATION OF MORTGAGE PROFESSIONALS (SACRAMENTO, CA) structures its employee benefits. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through KAISER FOUNDATION HEALTH PLAN, INC. and 5 other carriers. The plan's most recent policy period ended in November.

Benefits broker of record
Plan renews
November

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 33-0410547 · plan 501 · as of Jul 2026

Participants
21
Carriers on file
6
Disclosed commissions
$7,134
Renewal month
November

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
KAISER FOUNDATION HEALTH PLAN, INC.Health22November$4,494
WESTERN HEALTH ADVANTAGEHealth1November$1,388
DELTA DENTAL OF CALIFORNIADental11November$640
KAISER FOUNDATION HEALTH PLAN, INC.Health1November$233
DELTA DENTAL OF CALIFORNIADental6November$204
CYPRESS DENTAL ADMINISTRATORSDental, Vision8November$175

Questions

Who is CALIFORNIA ASSOCIATION OF MORTGAGE PROFESSIONALS's benefits broker?

Per its most recent Form 5500 Schedule A, CALIFORNIA ASSOCIATION OF MORTGAGE PROFESSIONALS's broker of record is USI INSURANCE SERVICES LLC.

What insurance carrier does CALIFORNIA ASSOCIATION OF MORTGAGE PROFESSIONALS use?

CALIFORNIA ASSOCIATION OF MORTGAGE PROFESSIONALS's benefit plan is written through KAISER FOUNDATION HEALTH PLAN, INC., among 6 disclosed carriers.

When does CALIFORNIA ASSOCIATION OF MORTGAGE PROFESSIONALS's group plan renew?

The most recent Schedule A policy period for CALIFORNIA ASSOCIATION OF MORTGAGE PROFESSIONALS ended in November. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from CALIFORNIA ASSOCIATION OF MORTGAGE PROFESSIONALS's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.