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Form 5500 · Employee benefit plan · RICHMOND, CA

SOCIAL GOOD FUND

SOCIAL GOOD FUND of RICHMOND, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through ANTHEM BLUE CROSS and 3 other carriers. The plan's most recent policy period ended in August.

Benefits broker of record
Insurance carrier
Plan renews
August

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 46-1323531 · plan 501 · as of Jul 2026

Participants
171
Carriers on file
4
Disclosed commissions
$155,014
Renewal month
August

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
ANTHEM BLUE CROSSHealth148August$110,878
KAISER PERMANENTEHealth148August$29,325
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANYDental, Vision220August$12,053
UNUM LIFE INSURANCE COMPANY OF AMERICALife, Disability37August$2,758

Questions

Who is SOCIAL GOOD FUND's benefits broker?

Per its most recent Form 5500 Schedule A, SOCIAL GOOD FUND's broker of record is USI INSURANCE SERVICES LLC.

What insurance carrier does SOCIAL GOOD FUND use?

SOCIAL GOOD FUND's benefit plan is written through ANTHEM BLUE CROSS, among 4 disclosed carriers.

When does SOCIAL GOOD FUND's group plan renew?

The most recent Schedule A policy period for SOCIAL GOOD FUND ended in August. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from SOCIAL GOOD FUND's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.