Form 5500 · Employee benefit plan · SAN JOSE, CA
MARK THOMAS & COMPANY
MARK THOMAS & COMPANY 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 EDGEWOOD PARTNERS INSURANCE CENTER. Coverage is written through KAISER FOUNDATION HEALTH PLAN INC. and 7 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-1451490 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| KAISER FOUNDATION HEALTH PLAN INC. | Health | 222 | December | $57,634 |
| GUARDIAN LIFE INSURANCE COMPANY | Dental, Life, Disability | 376 | December | $16,901 |
| KAISER FOUNDATION HEALTH PLAN INC. | Health | 49 | December | $15,164 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 334 | April | $11,066 |
| AMERITAS LIFE INSURANCE COMPANY | Vision | 739 | December | $2,378 |
| KAISER FOUNDATION HEALTH PLAN OF COLORADO | Health | 4 | December | $954 |
| HARTFORD LIFE AND ACCIDENT | — | 161 | February | $161 |
| CALIFORNIA PHYSICIANS' SERVICE | Health | 394 | December | $0 |
Questions
Who is MARK THOMAS & COMPANY's benefits broker?
Per its most recent Form 5500 Schedule A, MARK THOMAS & COMPANY's broker of record is EDGEWOOD PARTNERS INSURANCE CENTER.
What insurance carrier does MARK THOMAS & COMPANY use?
MARK THOMAS & COMPANY's benefit plan is written through KAISER FOUNDATION HEALTH PLAN INC., among 8 disclosed carriers.
When does MARK THOMAS & COMPANY's group plan renew?
The most recent Schedule A policy period for MARK THOMAS & COMPANY ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from MARK THOMAS & COMPANY's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.