Form 5500 · Employee benefit plan · OAKLAND, CA
PHILZ COFFEE, INC.
PHILZ COFFEE, INC. of OAKLAND, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is SEQUOIA BENEFITS & INS SERVICES LLC. Coverage is written through KAISER FOUNDATION HEALTH PLAN INC and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-8459997 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| KAISER FOUNDATION HEALTH PLAN INC | Health | 111 | December | $34,225 |
| KAISER FOUNDATION HEALTH PLAN INC | Health | 61 | December | $16,878 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 800 | June | $8,836 |
| CALIFORNIA PHYSICIANS SERVICE | Health, Dental, Vision | 137 | December | $8,003 |
Questions
Who is PHILZ COFFEE, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, PHILZ COFFEE, INC.'s broker of record is SEQUOIA BENEFITS & INS SERVICES LLC.
What insurance carrier does PHILZ COFFEE, INC. use?
PHILZ COFFEE, INC.'s benefit plan is written through KAISER FOUNDATION HEALTH PLAN INC, among 4 disclosed carriers.
When does PHILZ COFFEE, INC.'s group plan renew?
The most recent Schedule A policy period for PHILZ COFFEE, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from PHILZ COFFEE, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.