Form 5500 · Employee benefit plan · LINCOLN CITY, OR
KAIZEN ASSET MANAGEMENT, LLC
KAIZEN ASSET MANAGEMENT, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is DAVIDSON BENEFITS PLANNING/ALERA. Coverage is written through MODA HEALTH PLAN and 2 other carriers. The plan's most recent policy period ended in September.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 30-0595667 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| MODA HEALTH PLAN | Health | 95 | September | $25,988 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, Life | 203 | September | $9,645 |
| WILLAMETTE DENTAL INSURANCE, INC. | Dental | 31 | September | $774 |
Questions
Who is KAIZEN ASSET MANAGEMENT, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, KAIZEN ASSET MANAGEMENT, LLC's broker of record is DAVIDSON BENEFITS PLANNING/ALERA.
What insurance carrier does KAIZEN ASSET MANAGEMENT, LLC use?
KAIZEN ASSET MANAGEMENT, LLC's benefit plan is written through MODA HEALTH PLAN, among 3 disclosed carriers.
When does KAIZEN ASSET MANAGEMENT, LLC's group plan renew?
The most recent Schedule A policy period for KAIZEN ASSET MANAGEMENT, LLC ended in September. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from KAIZEN ASSET MANAGEMENT, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.