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Form 5500 · Employee benefit plan · PALO ALTO, CA

PALO ALTO UNIVERSITY, INC.

PALO ALTO UNIVERSITY, INC. of PALO ALTO, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is RBG SAN JOSE. Coverage is written through CALIFORNIA PHYSICIANS SERVICE and 2 other carriers. The plan's most recent policy period ended in July.

Benefits broker of record
Plan renews
July

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-2340692 · plan 501 · as of Jul 2026

Participants
156
Carriers on file
3
Disclosed commissions
$133,444
Renewal month
July

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
CALIFORNIA PHYSICIANS SERVICEHealth73July$87,878
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICADental, Vision, Life, Disability159July$33,138
KAISER FOUNDATION HEALTH PLAN INC.Health53July$12,428

Questions

Who is PALO ALTO UNIVERSITY, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, PALO ALTO UNIVERSITY, INC.'s broker of record is RBG SAN JOSE.

What insurance carrier does PALO ALTO UNIVERSITY, INC. use?

PALO ALTO UNIVERSITY, INC.'s benefit plan is written through CALIFORNIA PHYSICIANS SERVICE, among 3 disclosed carriers.

When does PALO ALTO UNIVERSITY, INC.'s group plan renew?

The most recent Schedule A policy period for PALO ALTO UNIVERSITY, INC. ended in July. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from PALO ALTO UNIVERSITY, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.