Form 5500 · Employee benefit plan · SAN FRANCISCO, CA
KIVA MICROFUNDS
KIVA MICROFUNDS of SAN FRANCISCO, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is VITA INSURANCE ASSOCIATES, INC.. Coverage is written through UNUM LIFE INSURANCE COMPANY OF AMERICA and 5 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 71-0992446 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 108 | December | $11,378 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 20 | December | $8,117 |
| KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | Health | 7 | December | $2,656 |
| PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | Disability | 7 | December | $1,262 |
| FIRST UNUM LIFE INSURANCE COMPANY | — | 10 | December | $0 |
| HALCYON BEHAVIORAL, LLC | — | 125 | December | $0 |
Questions
Who is KIVA MICROFUNDS's benefits broker?
Per its most recent Form 5500 Schedule A, KIVA MICROFUNDS's broker of record is VITA INSURANCE ASSOCIATES, INC..
What insurance carrier does KIVA MICROFUNDS use?
KIVA MICROFUNDS's benefit plan is written through UNUM LIFE INSURANCE COMPANY OF AMERICA, among 6 disclosed carriers.
When does KIVA MICROFUNDS's group plan renew?
The most recent Schedule A policy period for KIVA MICROFUNDS ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from KIVA MICROFUNDS's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.