Form 5500 · Employee benefit plan · SAN FRANCISCO, CA
SOCIAL FINANCE, INC.
SOCIAL FINANCE, 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 WILLIS TOWERS WATSON INS SVCS WEST. Coverage is written through RELIANCE STANDARD LIFE INSURANCE COMPANY and 9 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 45-2499523 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| RELIANCE STANDARD LIFE INSURANCE COMPANY | — | 4,437 | December | $145,333 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Life | 4,914 | December | $117,213 |
| DELTA DENTAL OF CALIFORNIA | Dental | 10,810 | December | $115,507 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 343 | December | $66,585 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Disability | 4,437 | December | $58,081 |
| AMERITAS LIFE INSURANCE CORP. | Vision | 9,867 | December | $47,098 |
| PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | — | 1,497 | December | $47,054 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 56 | December | $9,531 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health | 1 | December | $420 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | Health | 9,924 | December | $0 |
Questions
Who is SOCIAL FINANCE, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, SOCIAL FINANCE, INC.'s broker of record is WILLIS TOWERS WATSON INS SVCS WEST.
What insurance carrier does SOCIAL FINANCE, INC. use?
SOCIAL FINANCE, INC.'s benefit plan is written through RELIANCE STANDARD LIFE INSURANCE COMPANY, among 10 disclosed carriers.
When does SOCIAL FINANCE, INC.'s group plan renew?
The most recent Schedule A policy period for SOCIAL FINANCE, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SOCIAL FINANCE, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.