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Form 5500 · Employee benefit plan · SANTA ROSE, CA

SMOTHERS & WHITE INC.

SMOTHERS & WHITE INC. of SANTA ROSE, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is EDGEWOOD PARTNERS INSURANCE CENTER. Coverage is written through KAISER FOUNDATION HEALTH PLAN, INC. and 3 other carriers. The plan's most recent policy period ended in February.

Benefits broker of record
Plan renews
February

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-2835697 · plan 501 · as of Jul 2026

Participants
112
Carriers on file
4
Disclosed commissions
$24,553
Renewal month
February

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
KAISER FOUNDATION HEALTH PLAN, INC.Health77February$18,679
SUTTER HEALTH PLANHealth11February$4,222
UNITED OF OMAHA LIFE INSURANCE COMPANYLife51February$889
UNITED OF OMAHA LIFE INSURACE COMPANYLife107February$763

Questions

Who is SMOTHERS & WHITE INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, SMOTHERS & WHITE INC.'s broker of record is EDGEWOOD PARTNERS INSURANCE CENTER.

What insurance carrier does SMOTHERS & WHITE INC. use?

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

When does SMOTHERS & WHITE INC.'s group plan renew?

The most recent Schedule A policy period for SMOTHERS & WHITE INC. ended in February. Group plans typically renew on the same annual cycle.

Where does this data come from?

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