Form 5500 · Employee benefit plan · SAN JOSE, CA
CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION
The filing calls this plan CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION MEMBER WELFARE PLAN.
Public Form 5500 records show how CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION of SAN JOSE, CA, a education employer, structures its employee benefits. Its broker of record is UNITED INSURANCE PARTNERS, LLC.. Coverage is written through AMERICAN FIDELITY ASSURANCE COMPANY and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-1301733 · plan 530 · plan year 2025, filed Aug 12, 2026
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5,257 other employer plans in California have policy years ending in December. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Funding not settled by the filing
The filing does not report enough to settle how this plan pays for benefits.
Benefits declared on this filing
Health: the largest of the 3 insured health contracts, with SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION, covers 186 of 142,736 participants (0.1%) on Schedule A.
Vision: VISION SERVICE PLAN covers 549 of 142,736 participants (0.4%) on Schedule A.
Also declared: death benefits.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 6 insured contracts covering health, dental, vision, life and disability; the largest, with AMERICAN FIDELITY ASSURANCE COMPANY, covers 42,315 people.
Reported premium across the insured contracts is $18,322,116, with $92,161 in disclosed broker commissions — about 0.5% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
UNITED INSURANCE PARTNERS, LLC. is the broker of record on 4 of the 6 contracts; the rest name a different broker or none.
4 carriers appear on the filing, including AMERICAN FIDELITY ASSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY, VISION SERVICE PLAN and SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION. AMERICAN FIDELITY ASSURANCE COMPANY writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| METROPOLITAN LIFE INSURANCE COMPANY | Dental, Life | 146,780 | Jan 1, 2026 | $876,660 | $89,986 |
| SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | Health, Dental | 186 | Jan 1, 2026 | $67,757 | $1,017 |
| METROPOLITAN LIFE INSURANCE COMPANY | Health | 8 | Jan 1, 2026 | $7,272 | $751 |
| METROPOLITAN LIFE INSURANCE COMPANY | Health | 10 | Jan 1, 2026 | $3,926 | $407 |
| AMERICAN FIDELITY ASSURANCE COMPANY | Disability | 42,315 | Jan 1, 2026 | $17,278,642 | $0 |
| VISION SERVICE PLAN | Vision | 549 | Jan 1, 2026 | $87,859 | $0 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Other plans filed by this employer
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Renewal calendar
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