Form 5500 · Employee benefit plan · COVINA, CA
OCU HEALTH AND WELFARE TRUST
OCU HEALTH AND WELFARE TRUST of COVINA, 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 PLANS INC. and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 26-1574455 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| KAISER FOUNDATION HEALTH PLANS INC. | Health | 460 | December | $0 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision | — | December | $0 |
| BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY | Stop-loss | 646 | December | $0 |
Questions
Who is OCU HEALTH AND WELFARE TRUST's benefits broker?
Per its most recent Form 5500 Schedule A, OCU HEALTH AND WELFARE TRUST's broker of record is EDGEWOOD PARTNERS INSURANCE CENTER.
What insurance carrier does OCU HEALTH AND WELFARE TRUST use?
OCU HEALTH AND WELFARE TRUST's benefit plan is written through KAISER FOUNDATION HEALTH PLANS INC., among 3 disclosed carriers.
When does OCU HEALTH AND WELFARE TRUST's group plan renew?
The most recent Schedule A policy period for OCU HEALTH AND WELFARE TRUST ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from OCU HEALTH AND WELFARE TRUST's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.