Form 5500 · Employee benefit plan · SAN FRANCISCO, CA
HOLMES US
HOLMES US of SAN FRANCISCO, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is GALLAGHER BENEFIT SERVICES, INC.. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 6 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-3380622 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Dental, Vision, Life, Disability | 96 | December | $14,599 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 40 | December | $14,352 |
| KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | Health | 9 | December | $2,233 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | — | 25 | December | $1,459 |
| KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | Health | 6 | December | $1,184 |
| KAISER FOUNDATION HEALTH PLAN OF COLORADO | Health | 2 | December | $325 |
| HOLMAN FAMILY COUNSELING, INC. | — | 105 | December | $0 |
Questions
Who is HOLMES US's benefits broker?
Per its most recent Form 5500 Schedule A, HOLMES US's broker of record is GALLAGHER BENEFIT SERVICES, INC..
What insurance carrier does HOLMES US use?
HOLMES US's benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 7 disclosed carriers.
When does HOLMES US's group plan renew?
The most recent Schedule A policy period for HOLMES US ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from HOLMES US's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.