Form 5500 · Employee benefit plan · SAN FRANCISCO, CA
SITECORE USA, INC.
SITECORE USA, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is MARSH & MCLENNAN AGENCY, LLC. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 7 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 30-0262390 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Dental | 336 | December | $46,063 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 349 | December | $11,647 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life | 117 | December | $8,142 |
| KAISER FOUNDATION HEALTH PLAN INC. | Health | 30 | December | $7,101 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | — | 0 | December | $2,870 |
| VISION SERVICE PLAN | Vision | 297 | December | $2,113 |
| PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | — | 53 | December | $1,962 |
| CALIFORNIA PHYSICIANS SERVICE | Health | 314 | December | $0 |
Questions
Who is SITECORE USA, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, SITECORE USA, INC.'s broker of record is MARSH & MCLENNAN AGENCY, LLC.
What insurance carrier does SITECORE USA, INC. use?
SITECORE USA, INC.'s benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 8 disclosed carriers.
When does SITECORE USA, INC.'s group plan renew?
The most recent Schedule A policy period for SITECORE USA, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SITECORE USA, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.