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Form 5500 · Employee benefit plan · PORTERVILLE, CA

PORTERVILLE SHELTERED WORKSHOP

Public Form 5500 records show how PORTERVILLE SHELTERED WORKSHOP (PORTERVILLE, CA) structures its employee benefits. Its broker of record is HEFFERNAN INSURANCE BROKERS. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in June.

Benefits broker of record
Plan renews
June

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-1676464 · plan 501 · as of Jul 2026

Participants
105
Carriers on file
3
Disclosed commissions
$70,210
Renewal month
June

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITEDHEALTHCARE INSURANCE COMPANYHealth147June$64,824
AMERITAS LIFE INSURANCE CORP.Dental, Vision105June$2,764
UNITEDHEALTHCARE INSURANCE COMPANYLife159June$2,622

Questions

Who is PORTERVILLE SHELTERED WORKSHOP's benefits broker?

Per its most recent Form 5500 Schedule A, PORTERVILLE SHELTERED WORKSHOP's broker of record is HEFFERNAN INSURANCE BROKERS.

What insurance carrier does PORTERVILLE SHELTERED WORKSHOP use?

PORTERVILLE SHELTERED WORKSHOP's benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 3 disclosed carriers.

When does PORTERVILLE SHELTERED WORKSHOP's group plan renew?

The most recent Schedule A policy period for PORTERVILLE SHELTERED WORKSHOP ended in June. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from PORTERVILLE SHELTERED WORKSHOP's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.