Form 5500 · Employee benefit plan · FRESNO, CA
RICHARD HEATH & ASSOCIATES, INC.
Public Form 5500 records show how RICHARD HEATH & ASSOCIATES, INC. (FRESNO, CA) structures its employee benefits. Its broker of record is MORRISON INSURANCE SERVICES, INC.. Coverage is written through KAISER FOUNDATION HEALTH PLAN INC. and 7 other carriers. The plan's most recent policy period ended in July.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-2625839 · plan 504 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| KAISER FOUNDATION HEALTH PLAN INC. | Health | 146 | July | $31,818 |
| KAISER FOUNDATION HEALTH PLAN INC. | Health | 82 | July | $17,026 |
| PRINCIPAL LIFE INSURANCE COMPANY | Dental, Life | 217 | July | $5,419 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life | 128 | July | $4,236 |
| GUARDIAN | Dental, Vision | 142 | July | $2,900 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 221 | July | $1,731 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 51 | July | $961 |
| UNUM INSURANCE COMPANY | — | 35 | July | $850 |
Questions
Who is RICHARD HEATH & ASSOCIATES, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, RICHARD HEATH & ASSOCIATES, INC.'s broker of record is MORRISON INSURANCE SERVICES, INC..
What insurance carrier does RICHARD HEATH & ASSOCIATES, INC. use?
RICHARD HEATH & ASSOCIATES, INC.'s benefit plan is written through KAISER FOUNDATION HEALTH PLAN INC., among 8 disclosed carriers.
When does RICHARD HEATH & ASSOCIATES, INC.'s group plan renew?
The most recent Schedule A policy period for RICHARD HEATH & ASSOCIATES, INC. ended in July. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from RICHARD HEATH & ASSOCIATES, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.