Form 5500 · Employee benefit plan · SAN JOSE, CA
CALIX, INC.
CALIX, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is WOODRUFF-SAWYER & CO. Coverage is written through KAISER FOUNDATION HEALTH PLAN INC and 9 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 68-0438710 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| KAISER FOUNDATION HEALTH PLAN INC | Health | 292 | December | $82,199 |
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 1,008 | December | $34,455 |
| METROPOLITAN LIFE INSURANCE COMPANY | Health | 437 | December | $28,664 |
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 1,008 | December | $17,447 |
| METROPOLITAN LIFE INSURANCE COMPANY | Health | 258 | December | $10,096 |
| METLIFE LEGAL PLANS | — | 249 | December | $7,188 |
| METROPOLITAN LIFE INSURANCE COMPANY | Health | 534 | December | $4,174 |
| KAISER FOUNDATION HEALTH PLAN INC | Health | 1 | December | $0 |
| NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA | Health | 1,013 | December | $0 |
| METROPOLITAN LIFE INSURANCE COMPANY | Dental | 2,329 | December | $-3,204 |
Questions
Who is CALIX, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, CALIX, INC.'s broker of record is WOODRUFF-SAWYER & CO.
What insurance carrier does CALIX, INC. use?
CALIX, INC.'s benefit plan is written through KAISER FOUNDATION HEALTH PLAN INC, among 10 disclosed carriers.
When does CALIX, INC.'s group plan renew?
The most recent Schedule A policy period for CALIX, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from CALIX, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.