Form 5500 · Employee benefit plan · ALAMEDA, CA
PENUMBRA, INC.
The filing calls this plan PENUMBRA, INC. HEALTH AND WELFARE PLAN.
Public Form 5500 records show how PENUMBRA, INC. of ALAMEDA, CA, a manufacturing employer, structures its employee benefits. Its broker of record is WOODRUFF-SAWYER & COMPANY. Coverage is written through CALIFORNIA PHYSICIANS SERVICE and 8 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 05-0605598 · plan 501 · plan year 2025, filed Aug 14, 2026
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5,257 other employer plans in California have policy years ending in December. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Fully insured as reported
The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
Benefits declared on this filing
Dental: HAWAII MEDICAL SERVICE ASSOCIATION covers 5 of 3,705 participants (0.1%) on Schedule A.
Vision: HAWAII MEDICAL SERVICE ASSOCIATION covers 5 of 3,705 participants (0.1%) on Schedule A.
Also declared: prepaid legal, death benefits, other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 14 insured contracts covering health, dental, vision, life and disability; the largest, with CALIFORNIA PHYSICIANS SERVICE, covers 3,465 people.
Reported premium across the insured contracts is $60,840,207, with $158,423 in disclosed broker commissions — about 0.3% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
WOODRUFF-SAWYER & COMPANY is the broker of record on 5 of the 14 contracts; the rest name a different broker or none.
9 carriers appear on the filing, including CALIFORNIA PHYSICIANS SERVICE, KAISER FOUNDATION HEALTH PLAN, INC., LIFE INSURANCE COMPANY OF NORTH AMERICA and METROPOLITAN LIFE INSURANCE COMPANY. CALIFORNIA PHYSICIANS SERVICE writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| METROPOLITAN LIFE INSURANCE COMPANY | — | 866 | Jan 1, 2026 | $294,727 | $58,994 |
| METROPOLITAN LIFE INSURANCE COMPANY | — | 1,593 | Jan 1, 2026 | $161,885 | $32,277 |
| METROPOLITAN LIFE INSURANCE COMPANY | — | 1,167 | Jan 1, 2026 | $124,007 | $25,023 |
| COMBINED INSURANCE COMPANY | — | 79 | Jan 1, 2026 | $90,707 | $20,219 |
| FEDERAL INSURANCE COMPANY | — | 3,984 | Jan 1, 2026 | $56,450 | $11,290 |
| METROPOLITAN GENERAL INSURANCE COMPANY | — | 357 | Jan 1, 2026 | $114,716 | $10,620 |
| CALIFORNIA PHYSICIANS SERVICE | Health | 3,465 | Jan 1, 2026 | $33,280,846 | $0 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 2,976 | Jan 1, 2026 | $25,000,010 | $0 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Life | 5,005 | Jan 1, 2026 | $729,277 | $0 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Disability | 3,970 | Jan 1, 2026 | $366,603 | $0 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Disability | 3,970 | Jan 1, 2026 | $265,561 | $0 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | — | 4,956 | Jan 1, 2026 | $197,846 | $0 |
| CONCERN EAP | — | 4,184 | Jan 1, 2026 | $124,403 | $0 |
| HAWAII MEDICAL SERVICE ASSOCIATION | Health, Dental, Vision | 5 | Jan 1, 2026 | $33,169 | $0 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Reported to OSHA
Reported to OSHA for 2025: 4,059 employees, 66 recordable cases, 15 days away from work.
Source: OSHA Injury Tracking Application establishment data, 2025.
Other plans filed by this employer
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