form5500lookup

Form 5500 · Employee benefit plan · SAN DIEGO, CA

SAN DIEGO WORKFORCE PARTNERSHIP

Public Form 5500 records show how SAN DIEGO WORKFORCE PARTNERSHIP (SAN DIEGO, CA) structures its employee benefits. Its broker of record is MARSH & MCLENNAN AGENCY, LLC. Coverage is written through SHARP HEALTH PLAN and 2 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Insurance carrier
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 33-0660504 · plan 501 · as of Jul 2026

Participants
143
Carriers on file
3
Disclosed commissions
$98,535
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
SHARP HEALTH PLANHealth, Vision156December$56,821
KAISER FOUNDATION HEALTH PLAN, INC.Health63December$20,985
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICADental, Vision, Life, Disability117December$20,729

Questions

Who is SAN DIEGO WORKFORCE PARTNERSHIP's benefits broker?

Per its most recent Form 5500 Schedule A, SAN DIEGO WORKFORCE PARTNERSHIP's broker of record is MARSH & MCLENNAN AGENCY, LLC.

What insurance carrier does SAN DIEGO WORKFORCE PARTNERSHIP use?

SAN DIEGO WORKFORCE PARTNERSHIP's benefit plan is written through SHARP HEALTH PLAN, among 3 disclosed carriers.

When does SAN DIEGO WORKFORCE PARTNERSHIP's group plan renew?

The most recent Schedule A policy period for SAN DIEGO WORKFORCE PARTNERSHIP ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from SAN DIEGO WORKFORCE PARTNERSHIP's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.