Form 5500 · Employee benefit plan · SAN FRANCISCO, CA
INSTITUTE ON AGING
INSTITUTE ON AGING's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is ALLIANT INSURANCE SERVICES. Coverage is written through KAISER FOUNDATION HEALTH PLAN, INC. and 4 other carriers. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-2978977 · plan 504 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 297 | June | $86,306 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health | 186 | June | $70,284 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Dental, Vision, Life, Disability | 543 | June | $55,702 |
| MUTUAL OF OMAHA INSURANCE COMPANY | — | 85 | June | $408 |
| CONCERN | — | 555 | June | $0 |
Questions
Who is INSTITUTE ON AGING's benefits broker?
Per its most recent Form 5500 Schedule A, INSTITUTE ON AGING's broker of record is ALLIANT INSURANCE SERVICES.
What insurance carrier does INSTITUTE ON AGING use?
INSTITUTE ON AGING's benefit plan is written through KAISER FOUNDATION HEALTH PLAN, INC., among 5 disclosed carriers.
When does INSTITUTE ON AGING's group plan renew?
The most recent Schedule A policy period for INSTITUTE ON AGING ended in June. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from INSTITUTE ON AGING's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.