Form 5500 · Employee benefit plan · NEWPORT BEACH, CA
KAJABI LLC
KAJABI LLC of NEWPORT BEACH, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is EDGEWOOD PARTNERS INSURANCE CENTER. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 6 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 27-2992654 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITEDHEALTHCARE INSURANCE COMPANY | Health | 488 | December | $143,103 |
| PRINCIPAL LIFE INSURANCE COMPANY | Dental, Life | 523 | December | $34,598 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 40 | December | $15,978 |
| HARTFORD LIFE AND ACCIDENT | Life, Disability | 212 | December | $12,160 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 6 | December | $3,714 |
| VISION SERVICE PLAN | Vision | 210 | December | $2,114 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 2 | December | $496 |
Questions
Who is KAJABI LLC's benefits broker?
Per its most recent Form 5500 Schedule A, KAJABI LLC's broker of record is EDGEWOOD PARTNERS INSURANCE CENTER.
What insurance carrier does KAJABI LLC use?
KAJABI LLC's benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 7 disclosed carriers.
When does KAJABI LLC's group plan renew?
The most recent Schedule A policy period for KAJABI LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from KAJABI LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.