Form 5500 · Employee benefit plan · IRVINE, CA
SMART ENERGY SYSTEMS, INC.
SMART ENERGY SYSTEMS, INC. of IRVINE, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is PATRIOT GROWTH INSURANCE SERVICES. Coverage is written through KAISER FOUNDATION HEALTH PLAN INC. and 7 other carriers. The plan's most recent policy period ended in November.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 46-0760246 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| KAISER FOUNDATION HEALTH PLAN INC. | Health | 56 | November | $17,964 |
| METROPOLITAN LIFE INSURANCE COMPANY | Dental, Vision | 234 | November | $5,816 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 54 | November | $5,226 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 48 | November | $5,029 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Disability | 58 | November | $5,013 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 134 | November | $2,727 |
| SAFEGUARD HEALTH PLANS, INC. | Dental | 33 | November | $450 |
| CALIFORNIA PHYSICIANS SERVICE | Health | 96 | November | $0 |
Questions
Who is SMART ENERGY SYSTEMS, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, SMART ENERGY SYSTEMS, INC.'s broker of record is PATRIOT GROWTH INSURANCE SERVICES.
What insurance carrier does SMART ENERGY SYSTEMS, INC. use?
SMART ENERGY SYSTEMS, INC.'s benefit plan is written through KAISER FOUNDATION HEALTH PLAN INC., among 8 disclosed carriers.
When does SMART ENERGY SYSTEMS, INC.'s group plan renew?
The most recent Schedule A policy period for SMART ENERGY SYSTEMS, INC. ended in November. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SMART ENERGY SYSTEMS, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.