Form 5500 · Employee benefit plan · CARLSBAD, CA
NEOLOGY, INC HEALTH AND WELFARE PLAN
NEOLOGY, INC HEALTH AND WELFARE PLAN of CARLSBAD, CA insures health, dental, vision, life and disability coverage for its employees, per Schedule A of its Form 5500. Its broker of record is ROGERS BENEFIT GROUP INC. Coverage is written through CALIFORNIA PHYSICIANS' SERVICE and 5 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 01-0734352 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 8 insured contracts covering health, dental, vision, life and disability; the largest, with CALIFORNIA PHYSICIANS' SERVICE, covers 382 people.
Reported premium across the insured contracts is $3,176,564, with $112,987 in disclosed broker commissions — about 3.6% of premium.
The health contract's policy period ended in December, while at least one ancillary line renews in August — the plan is on a split renewal cycle.
ROGERS BENEFIT GROUP INC is the broker of record on 1 of the 8 contracts; the rest name a different broker or none.
6 carriers appear on the filing — CALIFORNIA PHYSICIANS' SERVICE, PRINCIPAL LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN OF WASHINGTON and METROPOLITAN LIFE INSURANCE COMPANY among them — with CALIFORNIA PHYSICIANS' SERVICE writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| CALIFORNIA PHYSICIANS' SERVICE | Health | 382 | December | $2,764,855 | $58,207 |
| PRINCIPAL LIFE INSURANCE COMPANY | Dental, Vision, Life, Disability | 522 | December | $278,490 | $28,716 |
| KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | Health | 12 | December | $71,039 | $9,760 |
| METROPOLITAN LIFE INSURANCE COMPANY | — | 168 | December | $23,484 | $6,615 |
| METROPOLITAN LIFE INSURANCE COMPANY | — | 232 | December | $17,187 | $4,854 |
| METROPOLITAN LIFE INSURANCE COMPANY | — | 149 | December | $11,369 | $3,156 |
| METLIFE LEGAL PLANS | — | 53 | August | $7,995 | $1,196 |
| METROPOLITAN GENERAL INSURANCE COMPANY | — | 1 | December | $2,145 | $483 |
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