Form 5500 · Employee benefit plan · TEMECULA, CA
OPTO 22
OPTO 22's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is GALLAGHER BENEFITS SERVICES, INC.. Coverage is written through KAISER FOUNDATION HEALTH PLAN INC and 2 other carriers. The plan's most recent policy period ended in August.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 95-2896389 · plan 522 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| KAISER FOUNDATION HEALTH PLAN INC | Health, Vision | 112 | August | $41,938 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life, Disability | 133 | August | $10,358 |
| STANDARD INSURANCE COMPANY | Dental | 119 | August | $10,317 |
Questions
Who is OPTO 22's benefits broker?
Per its most recent Form 5500 Schedule A, OPTO 22's broker of record is GALLAGHER BENEFITS SERVICES, INC..
What insurance carrier does OPTO 22 use?
OPTO 22's benefit plan is written through KAISER FOUNDATION HEALTH PLAN INC, among 3 disclosed carriers.
When does OPTO 22's group plan renew?
The most recent Schedule A policy period for OPTO 22 ended in August. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from OPTO 22's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.