Form 5500 · Employee benefit plan · LODI, CA
LODI ASSOCIATION OF REALTORS
LODI ASSOCIATION OF REALTORS's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through KAISER FOUNDATION HEALTH PLAN, INC. and 3 other carriers. The plan's most recent policy period ended in November.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-1387100 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 3 | November | $811 |
| DELTA DENTAL OF CALIFORNIA | Dental | 1 | November | $57 |
| CYPRESS DENTAL ADMINISTRATORS | Dental, Vision | 0 | November | $5 |
| KAISER PERMANENTE | Health | 0 | November | $0 |
Questions
Who is LODI ASSOCIATION OF REALTORS's benefits broker?
Per its most recent Form 5500 Schedule A, LODI ASSOCIATION OF REALTORS's broker of record is USI INSURANCE SERVICES LLC.
What insurance carrier does LODI ASSOCIATION OF REALTORS use?
LODI ASSOCIATION OF REALTORS's benefit plan is written through KAISER FOUNDATION HEALTH PLAN, INC., among 4 disclosed carriers.
When does LODI ASSOCIATION OF REALTORS's group plan renew?
The most recent Schedule A policy period for LODI ASSOCIATION OF REALTORS ended in November. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from LODI ASSOCIATION OF REALTORS's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.