Form 5500 · Employee benefit plan · SAN RAFAEL, CA
LIFEHOUSE AGENCY
Public Form 5500 records show how LIFEHOUSE AGENCY (SAN RAFAEL, CA) structures its employee benefits. Its broker of record is HEFFERNAN INSURANCE BROKERS. Coverage is written through KAISER FOUNDATION HEALTH PLAN, INC. and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-6050196 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 281 | December | $76,734 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Disability | 344 | December | $4,797 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Dental | 256 | December | $4,655 |
| SUTTER HEALTH PLAN | Health | 21 | December | $3,140 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Life | 344 | December | $1,983 |
Questions
Who is LIFEHOUSE AGENCY's benefits broker?
Per its most recent Form 5500 Schedule A, LIFEHOUSE AGENCY's broker of record is HEFFERNAN INSURANCE BROKERS.
What insurance carrier does LIFEHOUSE AGENCY use?
LIFEHOUSE AGENCY's benefit plan is written through KAISER FOUNDATION HEALTH PLAN, INC., among 5 disclosed carriers.
When does LIFEHOUSE AGENCY's group plan renew?
The most recent Schedule A policy period for LIFEHOUSE AGENCY ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from LIFEHOUSE AGENCY's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.