Form 5500 · Employee benefit plan · OAKLAND, CA
RENEW FINANCIAL GROUP LLC
Public Form 5500 records show how RENEW FINANCIAL GROUP LLC (OAKLAND, CA) structures its employee benefits. Its broker of record is MARSH & MCLENNAN AGENCY, LLC. Coverage is written through KAISER FOUNDATION HEALTH PLAN INC and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 26-3077423 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| KAISER FOUNDATION HEALTH PLAN INC | Health | 58 | December | $20,472 |
| CALIFORNIA PHYSICIANS SERVICE | Health | 54 | December | $19,855 |
| DELTA DENTAL OF CALIFORNIA | Dental | 87 | December | $10,691 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 105 | December | $10,219 |
| VISION SERVICE PLAN | Vision | 90 | December | $1,658 |
Questions
Who is RENEW FINANCIAL GROUP LLC's benefits broker?
Per its most recent Form 5500 Schedule A, RENEW FINANCIAL GROUP LLC's broker of record is MARSH & MCLENNAN AGENCY, LLC.
What insurance carrier does RENEW FINANCIAL GROUP LLC use?
RENEW FINANCIAL GROUP LLC's benefit plan is written through KAISER FOUNDATION HEALTH PLAN INC, among 5 disclosed carriers.
When does RENEW FINANCIAL GROUP LLC's group plan renew?
The most recent Schedule A policy period for RENEW FINANCIAL GROUP LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from RENEW FINANCIAL GROUP LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.