Form 5500 · Employee benefit plan · SAN FRANCISCO, CA
PARALLEL ADVISORS LLC
PARALLEL ADVISORS LLC of SAN FRANCISCO, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is NORTHGATE BENEFITS AND INS SVS. Coverage is written through PRINCIPAL LIFE INSURANCE COMPANY and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-4420591 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Dental, Vision, Life, Disability | 232 | December | $23,464 |
| KAISER FOUNDATION HEALTH PLAN INC | Health | 30 | December | $12,340 |
| KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | Health | 1 | December | $269 |
| HAWAII MEDICAL SERVICE ASSOCIATION | Health | 7 | December | $0 |
Questions
Who is PARALLEL ADVISORS LLC's benefits broker?
Per its most recent Form 5500 Schedule A, PARALLEL ADVISORS LLC's broker of record is NORTHGATE BENEFITS AND INS SVS.
What insurance carrier does PARALLEL ADVISORS LLC use?
PARALLEL ADVISORS LLC's benefit plan is written through PRINCIPAL LIFE INSURANCE COMPANY, among 4 disclosed carriers.
When does PARALLEL ADVISORS LLC's group plan renew?
The most recent Schedule A policy period for PARALLEL ADVISORS LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from PARALLEL ADVISORS LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.