Form 5500 · Employee benefit plan · VALENCIA, CA
HASA, INC.
The filing calls this plan HASA, INC. HEALTH AND WELFARE PLAN.
HASA, INC. of VALENCIA, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through AETNA LIFE INSURANCE COMPANY and 11 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 95-2302297 · plan 503 · plan year 2025, filed Jul 10, 2026
Get an email when this employer files a new Form 5500, and again about four months before its plan renews.
5,257 other employer plans in California have policy years ending in December. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
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.
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 13 insured contracts covering health, dental, vision, life and disability; the largest, with AETNA LIFE INSURANCE COMPANY, covers 402 people.
Reported premium across the insured contracts is $7,481,469, with $311,593 in disclosed broker commissions — about 4.2% 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.
LOCKTON COMPANIES, LLC is the broker of record on 11 of the 13 contracts; the rest name a different broker or none.
12 carriers appear on the filing, including AETNA LIFE INSURANCE COMPANY, AETNA HEALTH OF CALIFORNIA INC., KAISER FOUNDATION HEALTH PLAN, INC. and CIGNA HEALTH AND LIFE INSURANCE COMPANY. AETNA LIFE INSURANCE COMPANY writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY | Health | 402 | Jan 1, 2026 | $3,866,824 | $114,187 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 639 | Jan 1, 2026 | $302,013 | $75,899 |
| AETNA HEALTH OF CALIFORNIA INC. | Health | 156 | Jan 1, 2026 | $1,408,341 | $42,583 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 150 | Jan 1, 2026 | $1,229,100 | $37,561 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health, Dental | 358 | Jan 1, 2026 | $303,448 | $30,169 |
| EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | Vision | 602 | Jan 1, 2026 | $43,817 | $4,346 |
| KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | Health | 14 | Jan 1, 2026 | $103,804 | $2,961 |
| CIGNA HEALTHCARE OF CALIFORNIA | Health, Dental | 84 | Jan 1, 2026 | $22,061 | $2,206 |
| CIGNA DENTAL HEALTH OF TEXAS, INC. | Health, Dental | 47 | Jan 1, 2026 | $12,295 | $1,230 |
| CIGNA DENTAL HEALTH PLAN OF ARIZONA, INC. | Health, Dental | 15 | Jan 1, 2026 | $3,981 | $398 |
| CIGNA DENTAL HEALTH OF PENNSYLVANIA, INC. | Health, Dental | 2 | Jan 1, 2026 | $528 | $53 |
| SIMNSA | Health, Dental | 51 | Jan 1, 2026 | $181,306 | $0 |
| SIMNSA | Health, Dental | 1 | Jan 1, 2026 | $3,951 | $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.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Reported to OSHA
Reported to OSHA for 2025: 646 employees, 9 recordable cases, 0 days away from work.
Source: OSHA Injury Tracking Application establishment data, 2025.
Other plans filed by this employer
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