Form 5500 · Employee benefit plan · SAN LEANDRO, CA
PETERSON HOLDING CO.
Public Form 5500 records show how PETERSON HOLDING CO. (SAN LEANDRO, CA) structures its employee benefits. Its broker of record is EDGEWOOD PARTNERS INSURANCE CENTER. Coverage is written through UNUM LIFE INSURANCE COMPANY OF AMERICA and 6 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-2420293 · plan 501 · as of Aug 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life | 294 | December | $42,915 | $9,634 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 1,601 | December | $193,859 | $2,519 |
| UNITED CONCORDIA DENTAL PLANS OF CALIFORNIA, INC | Dental | 74 | December | $2,630 | $187 |
| KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | Health | 457 | December | $1,101,179 | $0 |
| VISION SERVICE PLAN | Vision | 1,479 | December | $55,392 | $0 |
| WILLIAMETTE DENTAL INSURANCE, INC. | Dental | 210 | December | $27,818 | $0 |
| KAISER FOUNDATION HEALTH PLAN INC | Health | 1,084 | December | $2,782,658 | $0 |
Questions
Who is PETERSON HOLDING CO.'s benefits broker?
Per its most recent Form 5500 Schedule A, PETERSON HOLDING CO.'s broker of record is EDGEWOOD PARTNERS INSURANCE CENTER.
What insurance carrier does PETERSON HOLDING CO. use?
PETERSON HOLDING CO.'s benefit plan is written through UNUM LIFE INSURANCE COMPANY OF AMERICA, among 7 disclosed carriers.
When does PETERSON HOLDING CO.'s group plan renew?
The most recent Schedule A policy period for PETERSON HOLDING CO. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from PETERSON HOLDING CO.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.