Form 5500 · Employee benefit plan · ST. HELENA, CA
PACIFIC UNION COMPANY
PACIFIC UNION COMPANY of ST. HELENA, 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 PLAN, INC and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-2321747 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| KAISER FOUNDATION HEALTH PLAN, INC | Health | 97 | December | $37,318 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health | 138 | December | $35,319 |
| AMERITAS LIFE INSURANCE CORP | Dental, Vision | 235 | December | $4,810 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life, Disability | 133 | December | $3,655 |
Questions
Who is PACIFIC UNION COMPANY's benefits broker?
Per its most recent Form 5500 Schedule A, PACIFIC UNION COMPANY's broker of record is EDGEWOOD PARTNERS INSURANCE CENTER.
What insurance carrier does PACIFIC UNION COMPANY use?
PACIFIC UNION COMPANY's benefit plan is written through KAISER FOUNDATION HEALTH PLAN, INC, among 4 disclosed carriers.
When does PACIFIC UNION COMPANY's group plan renew?
The most recent Schedule A policy period for PACIFIC UNION COMPANY ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from PACIFIC UNION COMPANY's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.