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Form 5500 · Employee benefit plan · SAN RAMON, CA

CARLSON, BARBEE & GIBSON, INC.

Public Form 5500 records show how CARLSON, BARBEE & GIBSON, INC. (SAN RAMON, CA) structures its employee benefits. Its broker of record is MARCO BRONZINI. Coverage is written through EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA. 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 68-0174548 · plan 001 · as of Jul 2026

Participants
138
Carriers on file
1
Disclosed commissions
$445
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA8December$445

Questions

Who is CARLSON, BARBEE & GIBSON, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, CARLSON, BARBEE & GIBSON, INC.'s broker of record is MARCO BRONZINI.

What insurance carrier does CARLSON, BARBEE & GIBSON, INC. use?

CARLSON, BARBEE & GIBSON, INC.'s benefit plan is written through EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA.

When does CARLSON, BARBEE & GIBSON, INC.'s group plan renew?

The most recent Schedule A policy period for CARLSON, BARBEE & GIBSON, INC. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from CARLSON, BARBEE & GIBSON, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.