Form 5500 · Employee benefit plan · SAN FRANCISCO, CA
CARMEL PARTNERS MANAGEMENT, LLC
CARMEL PARTNERS MANAGEMENT, LLC of SAN FRANCISCO, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is BURNHAM BENEFITS INSURANCE SERVICES. Coverage is written through LIFE INSURANCE COMPANY OF NORTH AMERICA and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 85-3272514 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Life, Disability | 309 | December | $37,230 |
| AETNA LIFE INSURANCE COMPANY | Dental | 510 | December | $12,132 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | — | 309 | December | $5,786 |
| VISION SERVICE PLAN | Vision | 250 | December | $1,608 |
| CALIFORNIA PHYSICIANS SERVICE | Health | 495 | December | $0 |
Questions
Who is CARMEL PARTNERS MANAGEMENT, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, CARMEL PARTNERS MANAGEMENT, LLC's broker of record is BURNHAM BENEFITS INSURANCE SERVICES.
What insurance carrier does CARMEL PARTNERS MANAGEMENT, LLC use?
CARMEL PARTNERS MANAGEMENT, LLC's benefit plan is written through LIFE INSURANCE COMPANY OF NORTH AMERICA, among 5 disclosed carriers.
When does CARMEL PARTNERS MANAGEMENT, LLC's group plan renew?
The most recent Schedule A policy period for CARMEL PARTNERS MANAGEMENT, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from CARMEL PARTNERS MANAGEMENT, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.