Form 5500 · Employee benefit plan · STOCKTON, CA
O'CONNOR WOODS HOUSING CORP
The filing calls this plan O'CONNOR WOODS HEALTH AND WELFARE PLAN.
Public Form 5500 records show how O'CONNOR WOODS HOUSING CORP of STOCKTON, CA, a health care and social assistance employer, structures its employee benefits. Its broker of record is RELATION INS SVCS OF CALIFORNIA INC. Coverage is written through SUTTER HEALTH PLAN and 5 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 68-0201024 · plan 501 · plan year 2025, filed Sep 2, 2026
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5,257 other employer plans in California have policy years ending in December. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Fully insured as reported
The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
Benefits declared on this filing
Also declared: death benefits.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 6 insured contracts covering health, dental, vision, life and disability; the largest, with SUTTER HEALTH PLAN, covers 159 people.
Reported premium across the insured contracts is $2,472,243, with $123,696 in disclosed broker commissions — about 5% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
RELATION INS SVCS OF CALIFORNIA INC is the broker of record on 4 of the 6 contracts; the rest name a different broker or none.
6 carriers appear on the filing, including SUTTER HEALTH PLAN, KAISER FOUNDATION HEALTH PLAN, INC., THE LINCOLN NATIONAL LIFE INSURANCE COMPANY and AFLAC. SUTTER HEALTH PLAN writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| SUTTER HEALTH PLAN | Health | 159 | Jan 1, 2026 | $1,357,694 | $54,308 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 111 | Jan 1, 2026 | $1,002,867 | $54,287 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life, Disability | 278 | Jan 1, 2026 | $58,738 | $8,499 |
| AFLAC | Health | 20 | Jan 1, 2026 | $22,043 | $3,573 |
| METROPOLITAN LIFE INSURANCE COMPANY | Vision | 345 | Jan 1, 2026 | $19,585 | $1,954 |
| PREMIER ACCESS INSURANCE COMPANY | Dental | 81 | Jan 1, 2026 | $11,316 | $1,075 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Reported to OSHA
Reported to OSHA for 2025: 391 employees, 39 recordable cases, 26 days away from work.
Source: OSHA Injury Tracking Application establishment data, 2025.
Other plans filed by this employer
How this plan compares
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Renewal calendar
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