Form 5500 · Employee benefit plan · DALLAS, TX
SVB FINANCIAL GROUP
SVB FINANCIAL GROUP of DALLAS, TX files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is ALLIANT INSURANCE SERVICES INC. Coverage is written through PRUDENTIAL INSURANCE COMPANY OF AMERICA and 6 other carriers. The plan's most recent policy period ended in March.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 91-1962278 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| PRUDENTIAL INSURANCE COMPANY OF AMERICA | Life, Disability | 6,407 | March | $172,845 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health, Dental | 4 | March | $2,596 |
| FEDERAL INSURANCE COMPANY | — | — | March | $887 |
| CONCERN EAP | — | 6,574 | March | $0 |
| KAISER FOUNDATION HEALTH PLAN INC | Health | 131 | March | $0 |
| KAISER FOUNDATION HEALTH PLAN INC | Health | 1,268 | March | $0 |
| MODERN LIFE INC. (D/B/A MODERN HEALTH) | — | — | March | $0 |
Questions
Who is SVB FINANCIAL GROUP's benefits broker?
Per its most recent Form 5500 Schedule A, SVB FINANCIAL GROUP's broker of record is ALLIANT INSURANCE SERVICES INC.
What insurance carrier does SVB FINANCIAL GROUP use?
SVB FINANCIAL GROUP's benefit plan is written through PRUDENTIAL INSURANCE COMPANY OF AMERICA, among 7 disclosed carriers.
When does SVB FINANCIAL GROUP's group plan renew?
The most recent Schedule A policy period for SVB FINANCIAL GROUP ended in March. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SVB FINANCIAL GROUP's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.