Form 5500 · Employee benefit plan · SAN FRANCISCO, CA
INSTAWORK
INSTAWORK 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 LUMITY INSURANCE SERVICES, INC.. Coverage is written through AETNA LIFE INSURANCE COMPANY and 3 other carriers. The plan's most recent policy period ended in March.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 47-4250174 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 4 insured contracts covering health, dental, vision, life and disability; the largest, with AETNA LIFE INSURANCE COMPANY, covers 352 people.
Reported premium across the insured contracts is $2,854,843, with $158,065 in disclosed broker commissions — about 5.5% of premium.
The most recent policy period ended in March, and the plan year ends March 31. Group contracts typically renew on that annual cycle.
LUMITY INSURANCE SERVICES, INC. is the broker of record on 1 of the 4 contracts; the rest name a different broker or none.
4 carriers appear on the filing — AETNA LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN, INC., THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA and METROPOLITAN LIFE INSURANCE COMPANY — with AETNA LIFE INSURANCE COMPANY writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY | Health, Dental | 352 | March | $2,444,190 | $131,676 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 43 | March | $287,473 | $14,062 |
| METROPOLITAN LIFE INSURANCE COMPANY | Disability | 333 | March | $61,324 | $7,373 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Vision, Life | 230 | March | $61,856 | $4,954 |
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