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Form 5500 · Employee benefit plan · MORGAN HILL, CA

URSUS, INC.

URSUS, INC. of MORGAN HILL, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is ABD INS. AND FINANCIAL SVCS., INC.. Coverage is written through AETNA LIFE INSURANCE CO. and 3 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 47-4157983 · plan 501 · as of Jul 2026

Participants
114
Carriers on file
4
Disclosed commissions
$50,274
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
AETNA LIFE INSURANCE CO.Health129December$34,451
KAISER FOUNDATION HEALTH PLAN, INC.Health31December$11,109
PRINCIPAL LIFE INSURANCE COMPANYDental, Vision, Life183December$4,452
AFLAC1December$262

Questions

Who is URSUS, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, URSUS, INC.'s broker of record is ABD INS. AND FINANCIAL SVCS., INC..

What insurance carrier does URSUS, INC. use?

URSUS, INC.'s benefit plan is written through AETNA LIFE INSURANCE CO., among 4 disclosed carriers.

When does URSUS, INC.'s group plan renew?

The most recent Schedule A policy period for URSUS, INC. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from URSUS, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.