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Form 5500 · Employee benefit plan · SAN DIEGO, CA

KOAM ENGINEERING SYSTEMS INC.

Public Form 5500 records show how KOAM ENGINEERING SYSTEMS INC. (SAN DIEGO, CA) structures its employee benefits. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in January.

Benefits broker of record
Plan renews
January

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 33-0771394 · plan 501 · as of Jul 2026

Participants
161
Carriers on file
3
Disclosed commissions
$97,307
Renewal month
January

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITEDHEALTHCARE INSURANCE COMPANYHealth, Dental, Vision305January$80,636
UNIMERICA LIFE INSURANCE COMPANYLife217January$13,700
NORTHWESTERN MUTUALDisability74December$2,971

Questions

Who is KOAM ENGINEERING SYSTEMS INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, KOAM ENGINEERING SYSTEMS INC.'s broker of record is LOCKTON COMPANIES, LLC.

What insurance carrier does KOAM ENGINEERING SYSTEMS INC. use?

KOAM ENGINEERING SYSTEMS INC.'s benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 3 disclosed carriers.

When does KOAM ENGINEERING SYSTEMS INC.'s group plan renew?

The most recent Schedule A policy period for KOAM ENGINEERING SYSTEMS INC. ended in January. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from KOAM ENGINEERING SYSTEMS INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.