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Form 5500 · Employee benefit plan · OAKLAND, CA

SAMUEL MERRITT UNIVERSITY

SAMUEL MERRITT UNIVERSITY of OAKLAND, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is EDGEWOOD PARTNERS INSURANCE CENTER. Coverage is written through UNITED HEALTHCARE INSURANCE COMPANY and 11 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-2992642 · plan 501 · as of Jul 2026

Participants
333
Carriers on file
12
Disclosed commissions
$196,647
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITED HEALTHCARE INSURANCE COMPANYHealth282December$125,788
UNUM LIFE INSURANCE COMPANY OF AMERICALife, Disability353December$23,848
DELTA DENTAL OF CALIFORNIADental284December$10,944
UNUM LIFE INSURANCE COMPANY OF AMERICALife178December$10,691
UNUM INSURANCE COMPANY76December$10,332
UNUM INSURANCE COMPANY70December$5,684
UNUM INSURANCE COMPANY109December$4,207
VISION SERVICE PLANVision284December$2,961
ARAG INSURANCE COMPANY138December$2,103
DELTA DENTAL OF CALIFORNIADental7December$89
CLAREMONT BEHAVIORAL SERVICES, INC.835December$0
UNUM LIFE INSURANCE COMPANY OF AMERICA42December$0

Questions

Who is SAMUEL MERRITT UNIVERSITY's benefits broker?

Per its most recent Form 5500 Schedule A, SAMUEL MERRITT UNIVERSITY's broker of record is EDGEWOOD PARTNERS INSURANCE CENTER.

What insurance carrier does SAMUEL MERRITT UNIVERSITY use?

SAMUEL MERRITT UNIVERSITY's benefit plan is written through UNITED HEALTHCARE INSURANCE COMPANY, among 12 disclosed carriers.

When does SAMUEL MERRITT UNIVERSITY's group plan renew?

The most recent Schedule A policy period for SAMUEL MERRITT UNIVERSITY ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from SAMUEL MERRITT UNIVERSITY's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.