Form 5500 · Employee benefit plan · SAN JOSE, CA
SAN MATEO HOTEL EMPLOYEES & RESTAURANT EMPLOYEES WELFARE FUND
SAN MATEO HOTEL EMPLOYEES & RESTAURANT EMPLOYEES WELFARE FUND of SAN JOSE, CA spreads its employee benefits across 4 insurance carriers, according to its Form 5500 Schedule A. Its broker of record is STEALTH PARTNER GROUP, LLC. Coverage is written through KAISER FOUNDATION HEALTH PLAN, INC. and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-6081299 · plan 501 · plan year 2024, filed Oct 13, 2025
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5,257 other employer plans in California have policy years ending in December. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Fully insured as reported
The plan's own financial statement reports paying insurance carriers about what the insurance contracts report in premium.
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.
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 5 insured contracts covering health, dental, vision and life; the largest, with KAISER FOUNDATION HEALTH PLAN, INC., covers 3,765 people.
Reported premium across the insured contracts is $27,490,346, with $182,079 in disclosed broker commissions — about 0.7% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
STEALTH PARTNER GROUP, LLC is the broker of record on 1 of the 5 contracts; the rest name a different broker or none.
4 carriers appear on the filing, including KAISER FOUNDATION HEALTH PLAN, INC., THE UNION LABOR LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY and VISION SERVICE PLAN. KAISER FOUNDATION HEALTH PLAN, INC. writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| THE UNION LABOR LIFE INSURANCE COMPANY | — | 1,132 | Jan 1, 2025 | $1,811,656 | $181,156 |
| THE UNION LABOR LIFE INSURANCE COMPANY | Life | 2,887 | Jan 1, 2025 | $92,364 | $923 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 3,765 | Jan 1, 2025 | $24,635,351 | $0 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Dental | 2,125 | Jan 1, 2025 | $702,404 | $0 |
| VISION SERVICE PLAN | Vision | 2,924 | Jan 1, 2025 | $248,571 | $0 |
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.
Administrator and service providers
The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.
Money the plan held and paid out
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H
These are the plan's own figures from Schedule H, the financial statement it files. They are not the premium on Schedule A.
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