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Form 5500 · Employee benefit plan · SACRAMENTO, CA

MULLEN & FILIPPI, LLP

MULLEN & FILIPPI, LLP of SACRAMENTO, 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.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-1125789 · plan 501 · as of Jul 2026

Participants
124
Carriers on file
8
Disclosed commissions
$56,398
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
KAISER FOUNDATION HEALTH PLAN INCHealth52December$26,220
KAISER FOUNDATION HEALTH PLAN INCHealth26December$13,613
UNUM LIFE INSURANCE COMPANY OF AMERICALife, Disability126December$6,399
AMERICAN HERITAGE LIFE INSURANCE COMPANY45December$5,661
UNUM LIFE INSURANCE COMPANY OF AMERICALife57December$3,699
VISION SERVICE PLANVision55December$694
HOLMAN FAMILY COUNSELING, INC.131December$112
CALIFORNIA PHYSICIANS' SERVICEHealth50December$0

Questions

Who is MULLEN & FILIPPI, LLP's benefits broker?

Per its most recent Form 5500 Schedule A, MULLEN & FILIPPI, LLP's broker of record is EDGEWOOD PARTNERS INSURANCE CENTER.

What insurance carrier does MULLEN & FILIPPI, LLP use?

MULLEN & FILIPPI, LLP's benefit plan is written through KAISER FOUNDATION HEALTH PLAN INC, among 8 disclosed carriers.

When does MULLEN & FILIPPI, LLP's group plan renew?

The most recent Schedule A policy period for MULLEN & FILIPPI, LLP ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from MULLEN & FILIPPI, LLP's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.