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Form 5500 · Employee benefit plan · HEALDSBURG, CA

KLEIN BROS HOLDINGS LTD

KLEIN BROS HOLDINGS LTD's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in June.

Benefits broker of record
Plan renews
June

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-2549768 · plan 506 · as of Jul 2026

Participants
198
Carriers on file
3
Disclosed commissions
$185,666
Renewal month
June

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
CIGNA HEALTH AND LIFE INSURANCE COMPANYHealth102June$127,694
KAISER FOUNDATION HEALTH PLAN, INC.Health158June$37,089
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICALife, Disability186June$20,883

Questions

Who is KLEIN BROS HOLDINGS LTD's benefits broker?

Per its most recent Form 5500 Schedule A, KLEIN BROS HOLDINGS LTD's broker of record is LOCKTON COMPANIES, LLC.

What insurance carrier does KLEIN BROS HOLDINGS LTD use?

KLEIN BROS HOLDINGS LTD's benefit plan is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY, among 3 disclosed carriers.

When does KLEIN BROS HOLDINGS LTD's group plan renew?

The most recent Schedule A policy period for KLEIN BROS HOLDINGS LTD ended in June. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from KLEIN BROS HOLDINGS LTD's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.