Form 5500 · Employee benefit plan · WALNUT CREEK, CA
PROFORMANCE ASSOCIATES, INC.
Public Form 5500 records show how PROFORMANCE ASSOCIATES, INC. (WALNUT CREEK, CA) structures its employee benefits. Its broker of record is ASSUREDPARTNERS CAPITAL, INC.. Coverage is written through KAISER FOUNDATION HEALTH PLAN, INC. and 5 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 68-0007693 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 146 | December | $23,586 |
| METROPOLITAN LIFE INSURANCE COMPANY | Dental, Life, Disability | 183 | December | $10,626 |
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | Life | 42 | December | $9,712 |
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | Life | 14 | December | $5,373 |
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | Life | 5 | December | $636 |
| ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | Vision | 124 | December | $482 |
Questions
Who is PROFORMANCE ASSOCIATES, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, PROFORMANCE ASSOCIATES, INC.'s broker of record is ASSUREDPARTNERS CAPITAL, INC..
What insurance carrier does PROFORMANCE ASSOCIATES, INC. use?
PROFORMANCE ASSOCIATES, INC.'s benefit plan is written through KAISER FOUNDATION HEALTH PLAN, INC., among 6 disclosed carriers.
When does PROFORMANCE ASSOCIATES, INC.'s group plan renew?
The most recent Schedule A policy period for PROFORMANCE ASSOCIATES, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from PROFORMANCE ASSOCIATES, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.