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Form 5500 · Employee benefit plan · ALISO VIEJO, CA

SOKA UNIVERSITY OF AMERICA

SOKA UNIVERSITY OF AMERICA's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is RICHARD BELL. Coverage is written through UNITED STATES FIRE INSURANCE COMPANY and 1 other carrier. 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 95-3909672 · plan 502 · as of Jul 2026

Participants
152
Carriers on file
2
Disclosed commissions
$82,849
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITED STATES FIRE INSURANCE COMPANYStop-loss153December$73,092
UNUM LIFE INSURANCE COMPANY OF AMERICALife, Disability227August$9,757

Questions

Who is SOKA UNIVERSITY OF AMERICA's benefits broker?

Per its most recent Form 5500 Schedule A, SOKA UNIVERSITY OF AMERICA's broker of record is RICHARD BELL.

What insurance carrier does SOKA UNIVERSITY OF AMERICA use?

SOKA UNIVERSITY OF AMERICA's benefit plan is written through UNITED STATES FIRE INSURANCE COMPANY, among 2 disclosed carriers.

When does SOKA UNIVERSITY OF AMERICA's group plan renew?

The most recent Schedule A policy period for SOKA UNIVERSITY OF AMERICA ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from SOKA UNIVERSITY OF AMERICA's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.