Form 5500 · Employee benefit plan · SAN DIEGO, CA
SAN DIEGO FAMILY CARE
The filing calls this plan SAN DIEGO FAMILY CARE EMPLOYEE BENEFITS PLAN.
Public Form 5500 records show how SAN DIEGO FAMILY CARE of SAN DIEGO, CA, a health care and social assistance employer, 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 November.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 95-2700856 · plan 501 · plan year 2025, filed Jun 29, 2026
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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
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.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
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 6 insured contracts covering health, dental, vision, life and disability; the largest, with KAISER FOUNDATION HEALTH PLAN, INC., covers 123 people.
Reported premium across the insured contracts is $1,809,077, with $65,231 in disclosed broker commissions — about 3.6% 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.
MARSH & MCLENNAN AGENCY, LLC is the broker of record on all 6 contracts.
5 carriers appear on the filing, including KAISER FOUNDATION HEALTH PLAN, INC., SHARP HEALTH PLAN, DENTAL HEALTH SERVICES and THE LINCOLN NATIONAL LIFE 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 | 123 | Dec 1, 2025 | $888,614 | $27,687 |
| SHARP HEALTH PLAN | Health | 74 | Dec 1, 2025 | $799,534 | $22,387 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 54 | Dec 1, 2025 | $39,624 | $5,944 |
| DENTAL HEALTH SERVICES | Dental | 156 | Dec 1, 2025 | $50,207 | $4,613 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 37 | Dec 1, 2025 | $22,109 | $3,758 |
| EYEMED VISION CARE | Vision | 75 | Dec 1, 2025 | $8,989 | $842 |
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.
Other plans filed by this employer
How this plan compares
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