Form 5500 · Employee benefit plan · MILL VALLEY, CA
MOANA BENEFITS TRUST
MOANA BENEFITS TRUST of MILL VALLEY, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through KAISER FOUNDATION HEALTH PLAN, INC. and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 81-6661232 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 185 | December | $61,700 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Dental | 169 | December | $15,997 |
| SYMETRA LIFE INSURANCE COMPANY | Life, Disability | 539 | December | $4,021 |
| ARAG INSURANCE COMPANY | — | 32 | December | $456 |
| AETNA LIFE INSURANCE COMPANY | Vision | 197 | December | $369 |
Questions
Who is MOANA BENEFITS TRUST's benefits broker?
Per its most recent Form 5500 Schedule A, MOANA BENEFITS TRUST's broker of record is LOCKTON COMPANIES, LLC.
What insurance carrier does MOANA BENEFITS TRUST use?
MOANA BENEFITS TRUST's benefit plan is written through KAISER FOUNDATION HEALTH PLAN, INC., among 5 disclosed carriers.
When does MOANA BENEFITS TRUST's group plan renew?
The most recent Schedule A policy period for MOANA BENEFITS TRUST ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from MOANA BENEFITS TRUST's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.