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Form 5500 · Employee benefit plan · SAN DIEGO, CA

COMMUNITY RESEARCH FOUNDATION

Public Form 5500 records show how COMMUNITY RESEARCH FOUNDATION (SAN DIEGO, CA) structures its employee benefits. Its broker of record is OSAIC WEALTH, INC.. Coverage is written through LINCOLN NATIONAL LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in June.

Benefits broker of record
Plan renews
June

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 95-3248148 · plan 001 · as of Jul 2026

Participants
1,669
Carriers on file
3
Disclosed commissions
$10
Renewal month
June

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
LINCOLN NATIONAL LIFE INSURANCE COMPANY1June$10
STANDARD1,596June$0
LINCOLN NATIONAL LIFE INSURANCE COMPANY87June$0

Questions

Who is COMMUNITY RESEARCH FOUNDATION's benefits broker?

Per its most recent Form 5500 Schedule A, COMMUNITY RESEARCH FOUNDATION's broker of record is OSAIC WEALTH, INC..

What insurance carrier does COMMUNITY RESEARCH FOUNDATION use?

COMMUNITY RESEARCH FOUNDATION's benefit plan is written through LINCOLN NATIONAL LIFE INSURANCE COMPANY, among 3 disclosed carriers.

When does COMMUNITY RESEARCH FOUNDATION's group plan renew?

The most recent Schedule A policy period for COMMUNITY RESEARCH FOUNDATION ended in June. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from COMMUNITY RESEARCH FOUNDATION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.