Form 5500 · Employee benefit plan · FREEMONT, CA
PERSONALIS INC
PERSONALIS INC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is ABD INS. AND FINANCIAL SVCS., INC.. Coverage is written through UNITEDHEALTHCARE 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 27-5411038 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITEDHEALTHCARE INSURANCE COMPANY | Health | 97 | December | $121,596 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 179 | December | $49,995 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Dental, Vision, Life, Disability | 225 | December | $20,995 |
| NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA | — | 226 | December | $855 |
Questions
Who is PERSONALIS INC's benefits broker?
Per its most recent Form 5500 Schedule A, PERSONALIS INC's broker of record is ABD INS. AND FINANCIAL SVCS., INC..
What insurance carrier does PERSONALIS INC use?
PERSONALIS INC's benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 4 disclosed carriers.
When does PERSONALIS INC's group plan renew?
The most recent Schedule A policy period for PERSONALIS INC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from PERSONALIS INC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.