Form 5500 · Employee benefit plan · SAN JOSE, CA
MATHEW ENTERPRISE, INC.
Public Form 5500 records show how MATHEW ENTERPRISE, INC. (SAN JOSE, CA) structures its employee benefits. Its broker of record is HUB INTERNATIONAL - MONTEREY. Coverage is written through SUTTER HEALTH PLUS and 3 other carriers. The plan's most recent policy period ended in November.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-3115312 · plan 501 · as of Aug 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| SUTTER HEALTH PLUS | Health | 297 | November | $2,128,690 | $85,148 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 147 | November | $1,404,945 | $62,776 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Dental, Life, Disability | 527 | November | $509,946 | $61,825 |
| PRINCIPAL LIFE INSURANCE COMPANY | Vision | 366 | November | $42,184 | $3,928 |
Questions
Who is MATHEW ENTERPRISE, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, MATHEW ENTERPRISE, INC.'s broker of record is HUB INTERNATIONAL - MONTEREY.
What insurance carrier does MATHEW ENTERPRISE, INC. use?
MATHEW ENTERPRISE, INC.'s benefit plan is written through SUTTER HEALTH PLUS, among 4 disclosed carriers.
When does MATHEW ENTERPRISE, INC.'s group plan renew?
The most recent Schedule A policy period for MATHEW ENTERPRISE, INC. ended in November. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from MATHEW ENTERPRISE, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.