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Form 5500 · Employee benefit plan · SACRAMENTO, CA

CALIFORNIA ASSOCIATION OF REALTORS

CALIFORNIA ASSOCIATION OF REALTORS's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is EDGEWOOD PARTNERS INSURANCE CENTER. Coverage is written through AETNA LIFE INSURANCE CO. and 10 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 95-0594790 · plan 501 · as of Jul 2026

Participants
163
Carriers on file
11
Disclosed commissions
$104,311
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
AETNA LIFE INSURANCE CO.Health151December$55,260
METROPOLITAN LIFE INSURANCE COMPANYDental290December$13,857
KAISER FOUNDATION HEALTH PLAN INC.Health, Vision65December$13,566
AETNA HEALTH, INC.Health28December$7,961
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYDisability148December$5,742
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYLife149December$3,390
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYLife58December$1,956
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY149December$1,484
VISION SERVICE PLANVision86December$1,095
LIFE INSURANCE COMPANY OF NORTH AMERICA150December$0
KAISER FOUNDATION HEALTH PLAN OF HAWAIIHealth2December$0

Questions

Who is CALIFORNIA ASSOCIATION OF REALTORS's benefits broker?

Per its most recent Form 5500 Schedule A, CALIFORNIA ASSOCIATION OF REALTORS's broker of record is EDGEWOOD PARTNERS INSURANCE CENTER.

What insurance carrier does CALIFORNIA ASSOCIATION OF REALTORS use?

CALIFORNIA ASSOCIATION OF REALTORS's benefit plan is written through AETNA LIFE INSURANCE CO., among 11 disclosed carriers.

When does CALIFORNIA ASSOCIATION OF REALTORS's group plan renew?

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

Where does this data come from?

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