Form 5500 · Employee benefit plan · SANTA ROSA, CA
PROVIDENT FUNDING ASSOCIATES, LP
Public Form 5500 records show how PROVIDENT FUNDING ASSOCIATES, LP (SANTA ROSA, CA) structures its employee benefits. Its broker of record is BAY HEALTH INSURANCE AGENCY, INC.. Coverage is written through AETNA LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 77-0323586 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY | Health | 297 | December | $52,418 |
| METROPOLITAN LIFE INSURANCE COMPANY | Dental, Vision, Life, Disability | 767 | December | $23,850 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 63 | December | $14,026 |
Questions
Who is PROVIDENT FUNDING ASSOCIATES, LP's benefits broker?
Per its most recent Form 5500 Schedule A, PROVIDENT FUNDING ASSOCIATES, LP's broker of record is BAY HEALTH INSURANCE AGENCY, INC..
What insurance carrier does PROVIDENT FUNDING ASSOCIATES, LP use?
PROVIDENT FUNDING ASSOCIATES, LP's benefit plan is written through AETNA LIFE INSURANCE COMPANY, among 3 disclosed carriers.
When does PROVIDENT FUNDING ASSOCIATES, LP's group plan renew?
The most recent Schedule A policy period for PROVIDENT FUNDING ASSOCIATES, LP ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from PROVIDENT FUNDING ASSOCIATES, LP's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.