Form 5500 · Employee benefit plan · SAN JOSE, CA
HERITAGE BANK OF COMMERCE
Public Form 5500 records show how HERITAGE BANK OF COMMERCE (SAN JOSE, CA) structures its employee benefits. Its broker of record is CBIZ IBENEFITS & INSURANCE SERVICES. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 5 other carriers. The plan's most recent policy period ended in May.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 77-0360405 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITEDHEALTHCARE INSURANCE COMPANY | Health, Dental, Vision | 656 | May | $157,007 |
| KAISER FOUNDATION HEALTH PLAN | Health | 296 | December | $103,655 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Life, Disability | 336 | May | $24,809 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 380 | May | $8,386 |
| AFLAC | Life, Disability | 34 | June | $3,495 |
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | Life | 28 | December | $1,385 |
Questions
Who is HERITAGE BANK OF COMMERCE's benefits broker?
Per its most recent Form 5500 Schedule A, HERITAGE BANK OF COMMERCE's broker of record is CBIZ IBENEFITS & INSURANCE SERVICES.
What insurance carrier does HERITAGE BANK OF COMMERCE use?
HERITAGE BANK OF COMMERCE's benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 6 disclosed carriers.
When does HERITAGE BANK OF COMMERCE's group plan renew?
The most recent Schedule A policy period for HERITAGE BANK OF COMMERCE ended in May. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from HERITAGE BANK OF COMMERCE's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.