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Form 5500 · Employee benefit plan · SAN FRANCISCO, CA

JANIE AND JACK LLC

JANIE AND JACK LLC of SAN FRANCISCO, CA insures health, dental, vision, life and disability coverage for its employees, per Schedule A of its Form 5500. Its broker of record is BRYSON INSURANCE AGENCY. Coverage is written through UNITED HEALTHCARE INSURANCE COMPANY and 4 other carriers. The plan's most recent policy period ended in May.

Benefits broker of record
Plan renews
May

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 83-3625027 · plan 501 · as of Aug 2026

Participants
305
Carriers on file
6
Disclosed commissions
$202,325
Renewal month
May

Plan brief

Schedule A lists 6 insured contracts covering health, dental, vision, life and disability; the largest, with UNITED HEALTHCARE INSURANCE COMPANY, covers 749 people.

Reported premium across the insured contracts is $3,561,275, with $202,325 in disclosed broker commissions — about 5.7% of premium.

The most recent policy period ended in May, and the plan year ends May 31. Group contracts typically renew on that annual cycle.

BRYSON INSURANCE AGENCY is the broker of record on all 6 contracts.

5 carriers appear on the filing — UNITED HEALTHCARE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN INC., DELTA DENTAL OF CALIFORNIA and HARTFORD LIFE AND ACCIDENT among them — with UNITED HEALTHCARE INSURANCE COMPANY writing the largest contract by premium.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
UNITED HEALTHCARE INSURANCE COMPANYHealth749May$2,391,497$119,556
KAISER FOUNDATION HEALTH PLAN INC.Health64May$553,038$27,290
HARTFORD LIFE AND ACCIDENTLife, Disability385May$197,221$23,135
DELTA DENTAL OF CALIFORNIADental456May$200,891$20,064
KAISER FOUNDATION HEALTH PLAN INC.Health26May$188,148$9,272
SUN LIFE ASSURANCE COMPANY OF CANADAVision237May$30,480$3,008

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

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