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Form 5500 · Employee benefit plan · MARTINEZ, CA

KEVIN SULLIVAN & ASSOCIATES, INC.

KEVIN SULLIVAN & ASSOCIATES, INC. of MARTINEZ, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is SIERRA BENEFIT SOLUTIONS. Coverage is written through CALIFORNIACHOICE and 3 other carriers. The plan's most recent policy period ended in May.

Benefits broker of record
Insurance carrier
Plan renews
May

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-4952677 · plan 501 · as of Jul 2026

Participants
100
Carriers on file
4
Disclosed commissions
$52,318
Renewal month
May

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
CALIFORNIACHOICEHealth59May$43,113
HUMANA INSURANCE COMPANYDental, Vision61May$6,870
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYLife48May$1,518
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYLife100May$817

Questions

Who is KEVIN SULLIVAN & ASSOCIATES, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, KEVIN SULLIVAN & ASSOCIATES, INC.'s broker of record is SIERRA BENEFIT SOLUTIONS.

What insurance carrier does KEVIN SULLIVAN & ASSOCIATES, INC. use?

KEVIN SULLIVAN & ASSOCIATES, INC.'s benefit plan is written through CALIFORNIACHOICE, among 4 disclosed carriers.

When does KEVIN SULLIVAN & ASSOCIATES, INC.'s group plan renew?

The most recent Schedule A policy period for KEVIN SULLIVAN & ASSOCIATES, INC. ended in May. Group plans typically renew on the same annual cycle.

Where does this data come from?

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