Form 5500 · Employee benefit plan · SAN JOSE, CA
LORD & SONS, INC.
LORD & SONS, INC. of SAN JOSE, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is LIBERTY COMPANY INSURANCE BROKERS. Coverage is written through KAISER FOUNDATION HEALTH PLAN, INC. and 2 other carriers. The plan's most recent policy period ended in July.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-1751726 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 78 | July | $45,524 |
| METROPOLITAN LIFE INSURANCE COMPANY | Vision, Life, Disability | 264 | December | $19,366 |
| DELTA DENTAL OF CALIFORNIA | Dental | 287 | December | $8,608 |
Questions
Who is LORD & SONS, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, LORD & SONS, INC.'s broker of record is LIBERTY COMPANY INSURANCE BROKERS.
What insurance carrier does LORD & SONS, INC. use?
LORD & SONS, INC.'s benefit plan is written through KAISER FOUNDATION HEALTH PLAN, INC., among 3 disclosed carriers.
When does LORD & SONS, INC.'s group plan renew?
The most recent Schedule A policy period for LORD & SONS, INC. ended in July. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from LORD & SONS, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.