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Form 5500 · Employee benefit plan · SAN FRANCISCO, CA

SMITH HEALTH, INC.

SMITH HEALTH, INC. of SAN FRANCISCO, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is CHERRY CREEK INSURANCE AGENCY. Coverage is written through KAISER FOUNDATION HEALTH PLAN, INC. and 3 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 81-1489804 · plan 501 · as of Jul 2026

Participants
600
Carriers on file
4
Disclosed commissions
$32,551
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
KAISER FOUNDATION HEALTH PLAN, INC.Health30December$15,718
STARMOUNT LIFE INSURANCE COMPANYDental, Vision555December$10,109
UNUM LIFE INSURANCE COMPANY OF AMERICADisability602December$4,213
UNUM LIFE INSURANCE COMPANY OF AMERICALife607December$2,511

Questions

Who is SMITH HEALTH, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, SMITH HEALTH, INC.'s broker of record is CHERRY CREEK INSURANCE AGENCY.

What insurance carrier does SMITH HEALTH, INC. use?

SMITH HEALTH, INC.'s benefit plan is written through KAISER FOUNDATION HEALTH PLAN, INC., among 4 disclosed carriers.

When does SMITH HEALTH, INC.'s group plan renew?

The most recent Schedule A policy period for SMITH HEALTH, INC. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from SMITH HEALTH, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.