Form 5500 · Employee benefit plan · DIABLO, CA
TRUSTEES OF CALIFORNIA ASSOC. OF GOLF AND PRIVATE CLUBS WELFARE
The filing calls this plan CALIFORNIA ASSOCIATION OF GOLF AND PRIVATE CLUBS WELFARE BENEFIT TRUST.
Public Form 5500 records show how TRUSTEES OF CALIFORNIA ASSOC. OF GOLF AND PRIVATE CLUBS WELFARE of DIABLO, CA, a arts, entertainment and recreation employer, structures its employee benefits. Its broker of record is ACRISURE LLC. Coverage is written through ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY and 6 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 81-6716859 · plan 501 · plan year 2024, filed Oct 15, 2025
Get an email when this employer files a new Form 5500, and again about four months before its plan renews.
5,257 other employer plans in California have policy years ending in December. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Fully insured as reported
The plan's own financial statement reports paying insurance carriers about what the insurance contracts report in premium.
The filing says this plan is subject to the Form M-1 requirement for multiple-employer welfare arrangements.
Benefits declared on this filing
Also declared: 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.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
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 8 insured contracts covering health, dental, vision, life and disability; the largest, with ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY, covers 19,700 people.
Reported premium across the insured contracts is $100,077,743, with $7,268,726 in disclosed broker commissions — about 7.3% of premium.
The health contract's policy period ended in December, while at least one ancillary line's policy period ended in March. The plan is on a split renewal cycle.
ACRISURE LLC is the broker of record on 7 of the 8 contracts; the rest name a different broker or none.
7 carriers appear on the filing, including ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY, BLUE CROSS OF CALIFORNIA, KAISER FOUNDATION HEALTH PLAN, INC. and STANDARD INSURANCE COMPANY. ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| BLUE CROSS OF CALIFORNIA | Health, Dental | 17,228 | Jan 1, 2025 | $34,666,880 | $5,376,363 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 1,552 | Jan 1, 2025 | $11,431,155 | $801,172 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 1,116 | Jan 1, 2025 | $9,873,118 | $692,156 |
| STANDARD INSURANCE COMPANY | Life, Disability | 12,862 | Jan 1, 2025 | $1,724,390 | $193,474 |
| ROCKY MOUNTAIN HOSPITAL & MEDICAL SERVICE, INC. | Health | 282 | Jan 1, 2025 | $1,690,727 | $93,887 |
| ANTHEM LIFE INSURANCE COMPANY | Life, Disability | 12,785 | Apr 1, 2024 | $843,429 | $63,308 |
| HMO COLORADO | Health | 177 | Jan 1, 2025 | $852,501 | $48,366 |
| ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | Health, Vision | 19,700 | Jan 1, 2025 | $38,995,543 | $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.
Administrator and service providers
The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.
Money the plan held and paid out
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H
These are the plan's own figures from Schedule H, the financial statement it files. They are not the premium on Schedule A.
How this plan compares
Subscribers see how this compares with similar plans in California. A subscription also adds this plan's filing history and the renewal calendar for its state. See plans and prices
Without an account you can open 10 employer, broker and carrier pages a day, including through an AI assistant, and 50 a day with a free account. Paid plans are what keep these records free to read.
Renewal calendar
5,257 other employer plans in California are January 1 renewals (policy year ends December).
Their policy years end in December, like this plan’s, so most renew January 1. The calendar lists every insured group by renewal date and state, with broker of record, carrier and disclosed commission. You can preview the five largest in each month for free.
Claude & ChatGPT
Look up records from Claude or ChatGPT
Add Form5500Lookup to Claude or ChatGPT and ask about any employer, broker or carrier in plain English. Lookups are free. Renewal lists, full books of business and exports are included with a subscription.
Building a list or a tool from these records? Match a list you already have from $29 per 1,000 records, or license the whole dataset as a weekly file for $499 a month. See both
More employer plans in California — largest plans, brokers, carriers and renewal months.