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Form 5500 · Employee benefit plan · PALO ALTO, CA

PALO ALTO VETERANS INSTITUTE FOR RESEARCH

Public Form 5500 records show how PALO ALTO VETERANS INSTITUTE FOR RESEARCH (PALO ALTO, CA) structures its employee benefits. Its broker of record is VITA INSURANCE ASSOCIATES, INC.. Coverage is written through KAISER FOUNDATION HEALTH PLAN INC and 3 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 77-0207331 · plan 501 · as of Jul 2026

Participants
152
Carriers on file
4
Disclosed commissions
$33,917
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
KAISER FOUNDATION HEALTH PLAN INCHealth41December$24,428
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICALife, Disability137December$8,349
EYEMED VISION CARE ON BEHALF OF THE FIDELITY SECURITY LIFE INS. CO.Vision184December$1,140
HALCYON BEHAVIORAL, LLC153December$0

Questions

Who is PALO ALTO VETERANS INSTITUTE FOR RESEARCH's benefits broker?

Per its most recent Form 5500 Schedule A, PALO ALTO VETERANS INSTITUTE FOR RESEARCH's broker of record is VITA INSURANCE ASSOCIATES, INC..

What insurance carrier does PALO ALTO VETERANS INSTITUTE FOR RESEARCH use?

PALO ALTO VETERANS INSTITUTE FOR RESEARCH's benefit plan is written through KAISER FOUNDATION HEALTH PLAN INC, among 4 disclosed carriers.

When does PALO ALTO VETERANS INSTITUTE FOR RESEARCH's group plan renew?

The most recent Schedule A policy period for PALO ALTO VETERANS INSTITUTE FOR RESEARCH ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from PALO ALTO VETERANS INSTITUTE FOR RESEARCH's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.