Form 5500 · Employee benefit plan · WALNUT CREEK, CA
GORDON AND REES LLP
Public Form 5500 records show how GORDON AND REES LLP (WALNUT CREEK, CA) structures its employee benefits. Its broker of record is ALLIANT INSURANCE SERVICES. Coverage is written through KAISER FOUNDATION HEALTH PLAN, INC. and 10 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-1617026 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 499 | December | $135,084 |
| PRUDENTIAL INSURANCE COMPANY OF AMERICA | Life | 2,689 | December | $111,652 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 42 | December | $8,044 |
| KAISER FOUNDATION HEALTH PLAN OF COLORADO | Health | 24 | December | $6,720 |
| KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | Health | 36 | December | $6,124 |
| VISION SERVICE PLAN | Vision | 1,949 | December | $5,605 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | Dental | 2,902 | December | $3,166 |
| KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | Health | 10 | December | $3,026 |
| NATIONAL UNION FIRE INSURANCE COMPANY OF PITTSBURGH, PA | — | 2,674 | December | $165 |
| HAWAII MEDICAL SERVICE ASSOCIATION | Health, Dental, Life | 20 | December | $0 |
| HEALTH ADVOCATE SOLUTIONS, INC. | — | 2,786 | December | $0 |
Questions
Who is GORDON AND REES LLP's benefits broker?
Per its most recent Form 5500 Schedule A, GORDON AND REES LLP's broker of record is ALLIANT INSURANCE SERVICES.
What insurance carrier does GORDON AND REES LLP use?
GORDON AND REES LLP's benefit plan is written through KAISER FOUNDATION HEALTH PLAN, INC., among 11 disclosed carriers.
When does GORDON AND REES LLP's group plan renew?
The most recent Schedule A policy period for GORDON AND REES LLP ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from GORDON AND REES LLP's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.