Form 5500 · Employee benefit plan · WALNUT CREEK, CA
SPG THERAPY & EDUCATION, PC
The filing calls this plan SPG THERAPY & EDUCATION EMPLOYEE BENEFIT PLAN.
SPG THERAPY & EDUCATION, PC of WALNUT CREEK, CA insures health, dental, vision, life and disability coverage for its employees, per Schedule A of its Form 5500. Its broker of record is EDGEWOOD PARTNERS INSURANCE CENTER. Coverage is written through ANTHEM BLUE CROSS and 9 other carriers. The plan's most recent policy period ended in November.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-3290122 · plan 501 · plan year 2025, filed May 19, 2026
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364 other employer plans in California have policy years ending in November. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Fully insured as reported
The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
Benefits declared on this filing
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 11 insured contracts covering health, dental, vision, life and disability; the largest, with ANTHEM BLUE CROSS, covers 344 people.
Reported premium across the insured contracts is $6,953,250, with $232,949 in disclosed broker commissions — about 3.4% of premium.
The health contract's policy period ended in November, while at least one ancillary line's policy period ended in December. The plan is on a split renewal cycle.
EDGEWOOD PARTNERS INSURANCE CENTER is the broker of record on 10 of the 11 contracts; the rest name a different broker or none.
10 carriers appear on the filing, including ANTHEM BLUE CROSS, KAISER FOUNDATION HEALTH PLAN, INC., PREMIER ACCESS INSURANCE COMPANY and BLUE CROSS OF CALIFORNIA. ANTHEM BLUE CROSS writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 426 | Dec 1, 2025 | $2,660,369 | $101,095 |
| ANTHEM BLUE CROSS | Health | 344 | Dec 1, 2025 | $2,705,029 | $54,361 |
| BLUE CROSS OF CALIFORNIA | Health | 95 | Jan 1, 2025 | $419,378 | $20,258 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 57 | Dec 1, 2025 | $391,004 | $19,414 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 886 | Dec 1, 2025 | $168,318 | $16,832 |
| PREMIER ACCESS INSURANCE COMPANY | Health, Dental | 903 | Dec 1, 2025 | $508,030 | $14,668 |
| HUMANA INSURANCE COMPANY | Vision | 534 | Dec 1, 2025 | $61,627 | $2,922 |
| METROPOLITAN LIFE INSURANCE COMPANY | Dental, Vision | 76 | Jan 1, 2025 | $25,977 | $2,080 |
| SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | Health, Dental | 58 | Jan 1, 2025 | $8,226 | $849 |
| STANDARD INSURANCE COMPANY | Life | 233 | Jan 1, 2025 | $4,159 | $440 |
| ANTHEM LIFE INSURANCE COMPANY | Life | 159 | Apr 1, 2024 | $1,133 | $30 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
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