Form 5500 · Employee benefit plan · PALO ALTO, CA
CASTILLEJA SCHOOL FOUNDATION
CASTILLEJA SCHOOL FOUNDATION of PALO ALTO, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is JOHNSON & DUGAN INSURANCE SERVICES. Coverage is written through KAISER PERMANENTE and 3 other carriers. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-0373222 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| KAISER PERMANENTE | Health | 85 | June | $29,237 |
| GUARDIAN | Dental, Life, Disability | 124 | June | $12,322 |
| VISION SERVICE PLAN | Vision | 114 | June | $884 |
| CALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA) | Health | 55 | June | $0 |
Questions
Who is CASTILLEJA SCHOOL FOUNDATION's benefits broker?
Per its most recent Form 5500 Schedule A, CASTILLEJA SCHOOL FOUNDATION's broker of record is JOHNSON & DUGAN INSURANCE SERVICES.
What insurance carrier does CASTILLEJA SCHOOL FOUNDATION use?
CASTILLEJA SCHOOL FOUNDATION's benefit plan is written through KAISER PERMANENTE, among 4 disclosed carriers.
When does CASTILLEJA SCHOOL FOUNDATION's group plan renew?
The most recent Schedule A policy period for CASTILLEJA SCHOOL FOUNDATION ended in June. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from CASTILLEJA SCHOOL FOUNDATION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.