Form 5500 · Employee benefit plan · SAN FRANCISCO, CA
SHARTSIS FRIESE LLP
SHARTSIS FRIESE LLP's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is ALLIANT INSURANCE SERVICES INC. Coverage is written through KAISER FOUNDATION HEALTH PLAN, INC. and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-2288901 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 98 | December | $32,874 |
| CALIFORNIA PHYSICIANS SERVICE | Health | 78 | December | $25,865 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 120 | December | $19,145 |
| DELTA DENTAL OF CALIFORNIA | Dental | 195 | December | $6,434 |
| VISION SERVICE PLAN | Vision | 102 | December | $1,455 |
Questions
Who is SHARTSIS FRIESE LLP's benefits broker?
Per its most recent Form 5500 Schedule A, SHARTSIS FRIESE LLP's broker of record is ALLIANT INSURANCE SERVICES INC.
What insurance carrier does SHARTSIS FRIESE LLP use?
SHARTSIS FRIESE LLP's benefit plan is written through KAISER FOUNDATION HEALTH PLAN, INC., among 5 disclosed carriers.
When does SHARTSIS FRIESE LLP's group plan renew?
The most recent Schedule A policy period for SHARTSIS FRIESE LLP ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SHARTSIS FRIESE LLP's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.