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Form 5500 · Employee benefit plan · ALAMEDA, CA

STACY AND WITBECK, INC.

STACY AND WITBECK, INC. of ALAMEDA, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is ABD INS. AND FIN. SERVICES, INC.. Coverage is written through KAISER FOUNDATION HEALTH PLAN, INC. and 2 other carriers. The plan's most recent policy period ended in June.

Benefits broker of record
Plan renews
June

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-2787950 · plan 501 · as of Jul 2026

Participants
421
Carriers on file
3
Disclosed commissions
$20,382
Renewal month
June

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
KAISER FOUNDATION HEALTH PLAN, INC.Health36June$17,055
KAISER FOUNDATION HEALTH PLAN OF WASHINGTONHealth7June$3,327
SUN LIFE ASSURANCE COMPANY OF CANADAVision, Life, Disability435June$0

Questions

Who is STACY AND WITBECK, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, STACY AND WITBECK, INC.'s broker of record is ABD INS. AND FIN. SERVICES, INC..

What insurance carrier does STACY AND WITBECK, INC. use?

STACY AND WITBECK, INC.'s benefit plan is written through KAISER FOUNDATION HEALTH PLAN, INC., among 3 disclosed carriers.

When does STACY AND WITBECK, INC.'s group plan renew?

The most recent Schedule A policy period for STACY AND WITBECK, INC. ended in June. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from STACY AND WITBECK, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.