Form 5500 · Employee benefit plan · SAN FRANCISCO, CA
NORTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION, INC.
Public Form 5500 records show how NORTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION, INC. (SAN FRANCISCO, CA) structures its employee benefits. Its broker of record is ABD INS. AND FINANCIAL SVCS., INC.. Coverage is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES and 5 other carriers. The plan's most recent policy period ended in November.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-3084159 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | Health, Dental | 129 | November | $99,587 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 74 | November | $24,860 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 151 | November | $12,921 |
| VISION SERVICE PLAN | Vision | 131 | November | $1,355 |
| COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | Life | 22 | November | $1,154 |
| CONCERN | — | 241 | November | $0 |
Questions
Who is NORTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, NORTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION, INC.'s broker of record is ABD INS. AND FINANCIAL SVCS., INC..
What insurance carrier does NORTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION, INC. use?
NORTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION, INC.'s benefit plan is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES, among 6 disclosed carriers.
When does NORTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION, INC.'s group plan renew?
The most recent Schedule A policy period for NORTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION, INC. ended in November. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from NORTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.