Form 5500 · Employee benefit plan · SAN JOSE, CA
CATHOLIC CHARITIES OF SANTA CLARA COUNTY
CATHOLIC CHARITIES OF SANTA CLARA COUNTY's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is ABD INS. AND FINANCIAL SVCS., INC.. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 3 other carriers. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-2762269 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Dental, Life, Disability | 321 | June | $23,428 |
| LANDMARK HEALTHPLAN | — | 108 | June | $2,271 |
| VISION SERVICE PLAN | Vision | 211 | June | $1,565 |
| CCA, INC. | — | 900 | June | $0 |
Questions
Who is CATHOLIC CHARITIES OF SANTA CLARA COUNTY's benefits broker?
Per its most recent Form 5500 Schedule A, CATHOLIC CHARITIES OF SANTA CLARA COUNTY's broker of record is ABD INS. AND FINANCIAL SVCS., INC..
What insurance carrier does CATHOLIC CHARITIES OF SANTA CLARA COUNTY use?
CATHOLIC CHARITIES OF SANTA CLARA COUNTY's benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 4 disclosed carriers.
When does CATHOLIC CHARITIES OF SANTA CLARA COUNTY's group plan renew?
The most recent Schedule A policy period for CATHOLIC CHARITIES OF SANTA CLARA COUNTY ended in June. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from CATHOLIC CHARITIES OF SANTA CLARA COUNTY's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.