Form 5500 · Employee benefit plan · SAN FRANCISCO, CA
LOW INCOME INVESTMENT FUND
Public Form 5500 records show how LOW INCOME INVESTMENT FUND (SAN FRANCISCO, CA) structures its employee benefits. Its broker of record is SEQUOIA BENEFITS & INS SVCS LLC. Coverage is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-2952578 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, Life, Disability | 148 | December | $50,933 |
| KAISER FOUNDATION HEALTH PLAN INC | Health | 14 | December | $5,319 |
| CALIFORNIA PHYSICIANS SERVICE | Health | 205 | December | $0 |
Questions
Who is LOW INCOME INVESTMENT FUND's benefits broker?
Per its most recent Form 5500 Schedule A, LOW INCOME INVESTMENT FUND's broker of record is SEQUOIA BENEFITS & INS SVCS LLC.
What insurance carrier does LOW INCOME INVESTMENT FUND use?
LOW INCOME INVESTMENT FUND's benefit plan is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, among 3 disclosed carriers.
When does LOW INCOME INVESTMENT FUND's group plan renew?
The most recent Schedule A policy period for LOW INCOME INVESTMENT FUND ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from LOW INCOME INVESTMENT FUND's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.