Form 5500 · Employee benefit plan · PLEASANT GROVE, CA
HOLT OF CALIFORNIA
HOLT OF CALIFORNIA's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through KAISER FOUNDATION HEALTH PLAN, INC. and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 68-0421094 · plan 504 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 454 | December | $56,197 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 588 | December | $49,930 |
| WESTERN HEALTH ADVANTAGE | Health | 130 | December | $43,079 |
| KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | Health | 32 | December | $2,388 |
Questions
Who is HOLT OF CALIFORNIA's benefits broker?
Per its most recent Form 5500 Schedule A, HOLT OF CALIFORNIA's broker of record is USI INSURANCE SERVICES LLC.
What insurance carrier does HOLT OF CALIFORNIA use?
HOLT OF CALIFORNIA's benefit plan is written through KAISER FOUNDATION HEALTH PLAN, INC., among 4 disclosed carriers.
When does HOLT OF CALIFORNIA's group plan renew?
The most recent Schedule A policy period for HOLT OF CALIFORNIA ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from HOLT OF CALIFORNIA's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.