Form 5500 · Employee benefit plan · MENLO PARK, CA
SHR CALIFORNIA SERVICES, LLC
Public Form 5500 records show how SHR CALIFORNIA SERVICES, LLC (MENLO PARK, CA) structures its employee benefits. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 26-2535452 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITEDHEALTHCARE INSURANCE COMPANY | Health, Dental, Vision | 325 | December | $6,120 |
| HARTFORD LIFE AND ACCIDENT | Life, Disability | 249 | December | $1,698 |
| UNITED BEHAVIORAL HEALTH DBA OPTUM | — | 320 | December | $0 |
Questions
Who is SHR CALIFORNIA SERVICES, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, SHR CALIFORNIA SERVICES, LLC's broker of record is LOCKTON COMPANIES, LLC.
What insurance carrier does SHR CALIFORNIA SERVICES, LLC use?
SHR CALIFORNIA SERVICES, LLC's benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 3 disclosed carriers.
When does SHR CALIFORNIA SERVICES, LLC's group plan renew?
The most recent Schedule A policy period for SHR CALIFORNIA SERVICES, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SHR CALIFORNIA SERVICES, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.