Form 5500 · Employee benefit plan · SAN FRANCISCO, CA
THE CARPENTER GROUP
THE CARPENTER GROUP of SAN FRANCISCO, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is GALLAGHER BENEFIT SERVICES, INC.. Coverage is written through KAISER FOUNDATION HEALTH PLAN, INC. and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-1167896 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 34 | December | $20,454 |
| PRINCIPAL LIFE INSURANCE COMPANY | Dental | 168 | December | $3,714 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life | 99 | December | $1,573 |
| EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | Vision | 147 | December | $914 |
| CALIFORNIA PHYSICIANS SERVICE | Health | 68 | December | $0 |
Questions
Who is THE CARPENTER GROUP's benefits broker?
Per its most recent Form 5500 Schedule A, THE CARPENTER GROUP's broker of record is GALLAGHER BENEFIT SERVICES, INC..
What insurance carrier does THE CARPENTER GROUP use?
THE CARPENTER GROUP's benefit plan is written through KAISER FOUNDATION HEALTH PLAN, INC., among 5 disclosed carriers.
When does THE CARPENTER GROUP's group plan renew?
The most recent Schedule A policy period for THE CARPENTER GROUP ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from THE CARPENTER GROUP's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.