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Form 5500 · Employee benefit plan · NEWARK, CA

INTELLISWIFT SOFTWARE, INC

INTELLISWIFT SOFTWARE, INC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is MATRIX GROUP INSURANCE AGENCY. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 4 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-3409003 · plan 501 · as of Jul 2026

Participants
395
Carriers on file
5
Disclosed commissions
$124,172
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITEDHEALTHCARE INSURANCE COMPANYHealth163December$74,252
GUARDIAN LIFE INSURANCE COMPANY OF AMERICADental, Life190December$31,662
KAISER FOUNDATION HEALTH PLAN, INC.Health47December$9,588
KAISER FOUNDATION HEALTH PLAN, INC.Health27December$6,349
FIDELITY SECURITY LIFE INSURANCE COMPANYVision124December$2,321

Questions

Who is INTELLISWIFT SOFTWARE, INC's benefits broker?

Per its most recent Form 5500 Schedule A, INTELLISWIFT SOFTWARE, INC's broker of record is MATRIX GROUP INSURANCE AGENCY.

What insurance carrier does INTELLISWIFT SOFTWARE, INC use?

INTELLISWIFT SOFTWARE, INC's benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 5 disclosed carriers.

When does INTELLISWIFT SOFTWARE, INC's group plan renew?

The most recent Schedule A policy period for INTELLISWIFT SOFTWARE, INC ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from INTELLISWIFT SOFTWARE, INC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.