Form 5500 · Employee benefit plan · LODI, CA
GEWEKE REAL ESTATE
The filing calls this plan GEWEKE REAL ESTATE HEALTH AND WELFARE PLAN.
GEWEKE REAL ESTATE of LODI, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is HUB INTERNATIONAL. Coverage is written through SUTTER HEALTH PLAN and 2 other carriers. The plan's most recent policy period ended in August.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 26-1593878 · plan 501 · plan year 2025, filed May 27, 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.
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.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
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 and life; the largest, with SUTTER HEALTH PLAN, covers 41 people.
Reported premium across the insured contracts is $485,598, with $23,067 in disclosed broker commissions — about 4.8% of premium.
The most recent policy period ended in August, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
HUB INTERNATIONAL is the broker of record on 1 of the 3 contracts; the rest name a different broker or none.
3 carriers appear on the filing, including SUTTER HEALTH PLAN, KAISER FOUNDATION HEALTH PLAN, INC. and METROPOLITAN LIFE INSURANCE COMPANY. SUTTER HEALTH PLAN writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| SUTTER HEALTH PLAN | Health | 41 | Sep 1, 2025 | $300,340 | $15,017 |
| METROPOLITAN LIFE INSURANCE COMPANY | Dental, Vision, Life | 189 | Sep 1, 2025 | $90,675 | $4,557 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 11 | Sep 1, 2025 | $94,583 | $3,493 |
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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