Form 5500 · Employee benefit plan · SAN FRANCISCO, CA
GENERATE CAPITAL
GENERATE CAPITAL's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is MARSH & MCLENNAN AGENCY, LLC. Coverage is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 47-1343093 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, Life, Disability | 268 | December | $77,146 |
| KAISER FOUNDATION HEALTH PLAN INC. | Health | 55 | December | $22,214 |
Questions
Who is GENERATE CAPITAL's benefits broker?
Per its most recent Form 5500 Schedule A, GENERATE CAPITAL's broker of record is MARSH & MCLENNAN AGENCY, LLC.
What insurance carrier does GENERATE CAPITAL use?
GENERATE CAPITAL's benefit plan is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, among 2 disclosed carriers.
When does GENERATE CAPITAL's group plan renew?
The most recent Schedule A policy period for GENERATE CAPITAL ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from GENERATE CAPITAL's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.