Form 5500 · Employee benefit plan · ANTIOCH, CA
TRALEE, INC DBA ANTIOCH TOYOTA
The filing calls this plan TRALEE, INC DBA ANTIOCH TOYOTA HEALTH AND WELFARE PLAN.
Public Form 5500 records show how TRALEE, INC DBA ANTIOCH TOYOTA of ANTIOCH, CA, a retail employer, structures its employee benefits. Its broker of record is ALKEME INSURANCE SERVICES, INC. Coverage is written through KAISER FOUNDATION HEALTH PLAN, INC. and 1 other carrier. The plan's most recent policy period ended in September.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 68-0185576 · plan 505 · plan year 2025, filed Feb 10, 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
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 2 insured contracts covering health, dental, vision and disability; the largest, with KAISER FOUNDATION HEALTH PLAN, INC., covers 192 people.
Reported premium across the insured contracts is $1,906,310, with $91,051 in disclosed broker commissions — about 4.8% of premium.
The most recent policy period ended in September, and the plan year ends July 31. Group contracts typically renew on that annual cycle.
ALKEME INSURANCE SERVICES, INC is the broker of record on all 2 contracts.
Two carriers split the book: KAISER FOUNDATION HEALTH PLAN, INC. and THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 192 | Oct 1, 2025 | $1,760,456 | $72,849 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, Disability | 130 | Oct 1, 2025 | $145,854 | $18,202 |
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.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Other plans filed by this employer
How this plan compares
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