Form 5500 · Employee benefit plan · CARLSBAD, CA
JACOB STERN & SONS, INC.
Public Form 5500 records show how JACOB STERN & SONS, INC. (CARLSBAD, CA) structures its employee benefits. Its broker of record is MICHAEL HAND. Coverage is written through LIFE INSURANCE COMPANY OF NORTH AMERICA and 5 other carriers. The plan's most recent policy period ended in April.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 23-2150415 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Disability | 153 | April | $3,685 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Life | 153 | April | $3,610 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | — | 153 | April | $2,088 |
| VISION SERVICE PLAN | Vision | 133 | December | $1,561 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | — | 153 | April | $485 |
| METROPOLITAN LIFE INSURANCE COMPANY | Dental | 307 | April | $0 |
Questions
Who is JACOB STERN & SONS, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, JACOB STERN & SONS, INC.'s broker of record is MICHAEL HAND.
What insurance carrier does JACOB STERN & SONS, INC. use?
JACOB STERN & SONS, INC.'s benefit plan is written through LIFE INSURANCE COMPANY OF NORTH AMERICA, among 6 disclosed carriers.
When does JACOB STERN & SONS, INC.'s group plan renew?
The most recent Schedule A policy period for JACOB STERN & SONS, INC. ended in April. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from JACOB STERN & SONS, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.