Form 5500 · Employee benefit plan · SAN JOSE, CA
THE TECH INTERACTIVE
The filing calls this plan THE TECH INTERACTIVE HEALTH AND WELFARE BENEFIT PLAN.
THE TECH INTERACTIVE of SAN JOSE, CA is a 155-participant arts, entertainment and recreation employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is EXPERTQUOTE, INC.. Coverage is written through KAISER FOUNDATION HEALTH PLAN, INC. and 4 other carriers. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-2864660 · plan 503 · plan year 2025, filed Jan 14, 2026
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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
Life: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY covers 10 of 155 participants (6.5%) on Schedule A.
Disability: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY covers 10 of 155 participants (6.5%) on Schedule A.
Also declared: death benefits, other welfare.
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.
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 6 insured contracts covering health, dental, vision, life and disability; the largest, with KAISER FOUNDATION HEALTH PLAN, INC., covers 97 people.
Reported premium across the insured contracts is $761,436, with $43,650 in disclosed broker commissions — about 5.7% of premium.
The most recent policy period ended in June, and the plan year ends June 30. Group contracts typically renew on that annual cycle.
EXPERTQUOTE, INC. is the broker of record on 4 of the 6 contracts; the rest name a different broker or none.
5 carriers appear on the filing, including KAISER FOUNDATION HEALTH PLAN, INC., ALLIED ADMINISTRATORS, VISION SERVICE PLAN and THE LINCOLN NATIONAL LIFE INSURANCE COMPANY. KAISER FOUNDATION HEALTH PLAN, INC. writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 97 | Jul 1, 2025 | $632,232 | $30,725 |
| ALLIED ADMINISTRATORS | Dental | 86 | Jul 1, 2025 | $81,005 | $8,101 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 10 | Jul 1, 2025 | $13,741 | $2,061 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 10 | Jul 1, 2025 | $11,753 | $1,763 |
| VISION SERVICE PLAN | Vision | 82 | Jul 1, 2025 | $14,168 | $1,000 |
| CLAREMONT BEHAVIORAL SERVICES, INC. | — | 155 | Jul 1, 2025 | $8,537 | $0 |
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.
Other plans filed by this employer
How this plan compares
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