Form 5500 · Employee benefit plan · MENLO PARK, CA
THE WILLIAM AND FLORA HEWLETT FOUNDATION
THE WILLIAM AND FLORA HEWLETT FOUNDATION of MENLO PARK, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is ALLIANT INSURANCE SERVICES. Coverage is written through KAISER FOUNDATION HEALTH PLAN, INC. and 8 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-1655673 · plan 503 · as of Aug 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 75 | December | $752,622 | $23,945 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Life, Disability | 128 | December | $134,476 | $20,171 |
| CALIFORNIA PHYSICIANS SERVICE | Health | 299 | December | $2,116,508 | $11,390 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health | 1 | December | $12,038 | $2,408 |
| VISION SERVICE PLAN | Vision | 139 | December | $34,962 | $1,748 |
| ACE AMERICAN INSURANCE COMPANY | — | 128 | December | — | $0 |
| CLAREMONT EAP | — | 128 | December | $10,434 | $0 |
| METROPOLITAN LIFE INSURANCE COMPANY | Dental | 478 | December | $206,667 | $0 |
| SPRING HEALTH | — | 131 | December | $37,204 | $0 |
Questions
Who is THE WILLIAM AND FLORA HEWLETT FOUNDATION's benefits broker?
Per its most recent Form 5500 Schedule A, THE WILLIAM AND FLORA HEWLETT FOUNDATION's broker of record is ALLIANT INSURANCE SERVICES.
What insurance carrier does THE WILLIAM AND FLORA HEWLETT FOUNDATION use?
THE WILLIAM AND FLORA HEWLETT FOUNDATION's benefit plan is written through KAISER FOUNDATION HEALTH PLAN, INC., among 9 disclosed carriers.
When does THE WILLIAM AND FLORA HEWLETT FOUNDATION's group plan renew?
The most recent Schedule A policy period for THE WILLIAM AND FLORA HEWLETT FOUNDATION ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from THE WILLIAM AND FLORA HEWLETT FOUNDATION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.