Form 5500 · Employee benefit plan · FRESNO, CA
EXCEPTIONAL PARENTS UNLIMITED
The filing calls this plan EXCEPTIONAL PARENTS UNLIMITED HEALTH AND WELFARE PLAN.
EXCEPTIONAL PARENTS UNLIMITED of FRESNO, CA is a 114-participant health care and social assistance employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is LIBERTY COMPANY INSURANCE BROKERS. Coverage is written through CALIFORNIACHOICE and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 77-0263702 · plan 501 · plan year 2025, filed Sep 8, 2026
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How this plan is funded
Fully insured as reported
The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
Benefits declared on this filing
Also declared: death benefits, other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 3 insured contracts covering health, dental, vision, life and disability; the largest, with CALIFORNIACHOICE, covers 83 people.
Reported premium across the insured contracts is $999,460, with $75,606 in disclosed broker commissions — about 7.6% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
LIBERTY COMPANY INSURANCE BROKERS is the broker of record on 2 of the 3 contracts; the rest name a different broker or none.
3 carriers appear on the filing, including CALIFORNIACHOICE, METROPOLITAN LIFE INSURANCE COMPANY and HALCYON BEHAVIORAL, LLC. CALIFORNIACHOICE writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| CALIFORNIACHOICE | Health | 83 | Jan 1, 2026 | $838,798 | $55,627 |
| METROPOLITAN LIFE INSURANCE COMPANY | Dental, Vision, Life, Disability | 191 | Jan 1, 2026 | $156,778 | $19,979 |
| HALCYON BEHAVIORAL, LLC | — | 119 | Jan 1, 2026 | $3,884 | $0 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Other plans filed by this employer
How this plan compares
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