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Form 5500 · Employee benefit plan · SANTA ANA, CA

ORANGEWOOD FOUNDATION

Public Form 5500 records show how ORANGEWOOD FOUNDATION (SANTA ANA, CA) structures its employee benefits. Its broker of record is BOLTON INSURANCE SERVICES LLC. Coverage is written through DELTA DENTAL OF CALIFORNIA and 3 other carriers. The plan's most recent policy period ended in June.

Benefits broker of record
Plan renews
June

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 95-3616628 · plan 501 · as of Jul 2026

Participants
177
Carriers on file
4
Disclosed commissions
$26,860
Renewal month
June

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
DELTA DENTAL OF CALIFORNIADental255June$14,265
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICAVision, Life, Disability185June$12,595
CALIFORNIA PHYSICIANS SERVICEHealth243June$0
HEADSPACE, INC.181June$0

Questions

Who is ORANGEWOOD FOUNDATION's benefits broker?

Per its most recent Form 5500 Schedule A, ORANGEWOOD FOUNDATION's broker of record is BOLTON INSURANCE SERVICES LLC.

What insurance carrier does ORANGEWOOD FOUNDATION use?

ORANGEWOOD FOUNDATION's benefit plan is written through DELTA DENTAL OF CALIFORNIA, among 4 disclosed carriers.

When does ORANGEWOOD FOUNDATION's group plan renew?

The most recent Schedule A policy period for ORANGEWOOD FOUNDATION ended in June. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from ORANGEWOOD FOUNDATION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.