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Form 5500 · Employee benefit plan · SAN MATEO, CA

INSTITUTE FOR HUMAN & SOCIAL DEVELOPMENT, INC.

Public Form 5500 records show how INSTITUTE FOR HUMAN & SOCIAL DEVELOPMENT, INC. (SAN MATEO, CA) structures its employee benefits. Its broker of record is SEQUOIA BENEFITS & INS SVCS LLC. Coverage is written through KAISER FOUNDATION HEALTH PLAN INC and 5 other carriers. The plan's most recent policy period ended in February.

Benefits broker of record
Plan renews
February

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-2920286 · plan 501 · as of Jul 2026

Participants
141
Carriers on file
6
Disclosed commissions
$45,007
Renewal month
February

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
KAISER FOUNDATION HEALTH PLAN INCHealth95February$33,551
METROPOLITAN LIFE INSURANCE COMPANYDental, Vision176February$6,387
SUTTER HEALTH PLANHealth11February$2,987
LIFE INSURANCE COMPANY OF NORTH AMERICADisability150February$1,102
LIFE INSURANCE COMPANY OF NORTH AMERICALife150February$831
LIFE INSURANCE COMPANY OF NORTH AMERICA150February$149

Questions

Who is INSTITUTE FOR HUMAN & SOCIAL DEVELOPMENT, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, INSTITUTE FOR HUMAN & SOCIAL DEVELOPMENT, INC.'s broker of record is SEQUOIA BENEFITS & INS SVCS LLC.

What insurance carrier does INSTITUTE FOR HUMAN & SOCIAL DEVELOPMENT, INC. use?

INSTITUTE FOR HUMAN & SOCIAL DEVELOPMENT, INC.'s benefit plan is written through KAISER FOUNDATION HEALTH PLAN INC, among 6 disclosed carriers.

When does INSTITUTE FOR HUMAN & SOCIAL DEVELOPMENT, INC.'s group plan renew?

The most recent Schedule A policy period for INSTITUTE FOR HUMAN & SOCIAL DEVELOPMENT, INC. ended in February. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from INSTITUTE FOR HUMAN & SOCIAL DEVELOPMENT, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.