Form 5500 · Employee benefit plan · OAKLAND, CA
LINCOLN
Public Form 5500 records show how LINCOLN (OAKLAND, CA) structures its employee benefits. Its broker of record is M & O AGENCIES INC. 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 94-1156501 · plan 501 · as of Aug 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| KAISER FOUNDATION HEALTH PLAN INC | Health | 245 | December | $1,474,273 | $73,444 |
| SUTTER HEALTH PLAN | Health | 49 | December | $395,938 | $19,797 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Dental, Life, Disability | 201 | December | $174,632 | $13,466 |
| ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | Vision | 269 | December | $15,036 | $1,491 |
| CONCERN EAP | — | 244 | December | $24,733 | $0 |
Questions
Who is LINCOLN's benefits broker?
Per its most recent Form 5500 Schedule A, LINCOLN's broker of record is M & O AGENCIES INC.
What insurance carrier does LINCOLN use?
LINCOLN's benefit plan is written through KAISER FOUNDATION HEALTH PLAN INC, among 5 disclosed carriers.
When does LINCOLN's group plan renew?
The most recent Schedule A policy period for LINCOLN ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from LINCOLN's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.