Form 5500 · Employee benefit plan · SAN MARCOS, CA
UNIVERSITY OF ST. AUGUSTINE FOR HEALTH SCIENCES
The filing calls this plan UNIVERSITY OF ST. AUGUSTINE FOR HEALTH SCIENCES GROUPED BENEFITS PLAN.
UNIVERSITY OF ST. AUGUSTINE FOR HEALTH SCIENCES of SAN MARCOS, CA is a 5,076-participant education employer — a large group whose insured benefits are disclosed on Schedule A of its Form 5500. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through KAISER FOUNDATION HEALTH PLAN, INC. and 6 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 59-3166042 · plan 502 · plan year 2024, filed Jul 14, 2025
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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
Both, as reported
The medical insurance contracts on the filing cover fewer than half the people in the plan, so the rest is paid another way.
A stop-loss policy appears on a Form 5500 only when the plan itself is the beneficiary, or the premiums are paid from plan money. Many employers buy stop-loss and never report it here. So a plan with no stop-loss on its filing may still have it.
Benefits declared on this filing
Health: KAISER FOUNDATION HEALTH PLAN, INC. covers 43 of 5,076 participants (0.8%) on Schedule A.
Vision: VISION SERVICE PLAN covers 362 of 5,076 participants (7.1%) on Schedule A.
4 contracts on this filing do not say which benefits they cover, so a line above may be insured by one of them.
Also declared: prepaid legal, 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 7 insured contracts covering health, vision, life and disability.
The filing declares health, vision, life, disability and dental. Dental appears with no insured contract on Schedule A. That coverage may be self-funded, placed with a carrier that is not on this filing, or written on one of the 4 contracts here that do not say what they cover.
Reported premium across the insured contracts is $847,979, with $54,863 in disclosed broker commissions — about 6.5% of premium.
The health contract's policy period ended in December, while at least one ancillary line's policy period ended in August. The plan is on a split renewal cycle.
LOCKTON COMPANIES, LLC is the broker of record on 3 of the 7 contracts; the rest name a different broker or none.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| RELIASTAR LIFE INSURANCE COMPANY | Life, Disability | 921 | Jan 1, 2025 | $298,142 | $26,844 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 43 | Jan 1, 2025 | $314,499 | $15,488 |
| HEALTHIEST YOU | — | 545 | Jan 1, 2025 | $83,538 | $12,531 |
| VISION SERVICE PLAN | Vision | 362 | Jan 1, 2025 | $86,019 | $0 |
| COMPSYCH CORPORATION | — | 4,811 | Jan 1, 2025 | $47,961 | $0 |
| METLIFE LEGAL PLANS | — | 132 | Sep 1, 2024 | $17,820 | $0 |
| METROPOLITAN GENERAL INSURANCE COMPANY | — | 129 | Jan 1, 2025 | — | $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. We publish company names only.
Other plans filed by this employer
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