Form 5500 · Employee benefit plan · SAN JOSE, CA
ROYAL COACH TOURS
The filing calls this plan ROYAL COACH TOURS WELFARE BENEFIT PLAN.
ROYAL COACH TOURS of SAN JOSE, CA is a 112-participant transportation and logistics employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is HEALTHY HALO INSURANCE SERVICE INC. Coverage is written through KAISER FOUNDATION HEALTH PLAN, INC. and 2 other carriers. The plan's most recent policy period ended in November.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-2507755 · plan 501 · plan year 2024, filed Jun 17, 2025
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How this plan is funded
Fully insured as reported
The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
Benefits declared on this filing
Also declared: other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 3 insured contracts covering health, dental, vision, life and disability; the largest, with KAISER FOUNDATION HEALTH PLAN, INC., covers 80 people.
Reported premium across the insured contracts is $817,194, with $50,020 in disclosed broker commissions — about 6.1% of premium.
The most recent policy period ended in November, and the plan year ends November 30. Group contracts typically renew on that annual cycle.
HEALTHY HALO INSURANCE SERVICE INC is the broker of record on 1 of the 3 contracts; the rest name a different broker or none.
3 carriers appear on the filing, including KAISER FOUNDATION HEALTH PLAN, INC., THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA and COLONIAL LIFE & ACCIDENT INSURANCE COMPANY. KAISER FOUNDATION HEALTH PLAN, INC. writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 80 | Dec 1, 2024 | $688,265 | $37,310 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, Life | 100 | Dec 1, 2024 | $104,193 | $6,991 |
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | Disability | 23 | Dec 1, 2024 | $24,736 | $5,719 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Reported to OSHA
Reported to OSHA for 2025: 93 employees, 4 recordable cases, 42 days away from work.
Source: OSHA Injury Tracking Application establishment data, 2025.
Other plans filed by this employer
How this plan compares
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