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Form 5500 · Employee benefit plan · SAN FRANCISCO, CA

COBLENTZ, PATCH, DUFFY AND BASS, LLP

Public Form 5500 records show how COBLENTZ, PATCH, DUFFY AND BASS, LLP (SAN FRANCISCO, CA) structures its employee benefits. Its broker of record is ALLIANT INSURANCE SERVICES, INC.. Coverage is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES and 4 other carriers. 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 94-1244910 · plan 501 · as of Jul 2026

Participants
190
Carriers on file
5
Disclosed commissions
$174,134
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATESHealth, Dental156December$116,934
KAISER FOUNDATION HEALTH PLAN, INC.Health104December$43,438
UNUM LIFE INSURANCE COMPANY OF AMERICA189December$6,900
LIFE INSURANCE COMPANY OF NORTH AMERICALife189December$5,880
VISION SERVICE PLANVision162December$982

Questions

Who is COBLENTZ, PATCH, DUFFY AND BASS, LLP's benefits broker?

Per its most recent Form 5500 Schedule A, COBLENTZ, PATCH, DUFFY AND BASS, LLP's broker of record is ALLIANT INSURANCE SERVICES, INC..

What insurance carrier does COBLENTZ, PATCH, DUFFY AND BASS, LLP use?

COBLENTZ, PATCH, DUFFY AND BASS, LLP's benefit plan is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES, among 5 disclosed carriers.

When does COBLENTZ, PATCH, DUFFY AND BASS, LLP's group plan renew?

The most recent Schedule A policy period for COBLENTZ, PATCH, DUFFY AND BASS, LLP ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from COBLENTZ, PATCH, DUFFY AND BASS, LLP's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.