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Form 5500 · Employee benefit plan · SAN RAFAEL, CA

VILLA MARIN HOMEOWNERS ASSN

Public Form 5500 records show how VILLA MARIN HOMEOWNERS ASSN (SAN RAFAEL, CA) structures its employee benefits. Its broker of record is FORTUNE FINANCIAL. Coverage is written through MINNESOTA LIFE INSURANCE COMPANY. 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 68-0040871 · plan 002 · as of Jul 2026

Participants
150
Carriers on file
1
Disclosed commissions
$16,695
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
MINNESOTA LIFE INSURANCE COMPANY161December$16,695

Questions

Who is VILLA MARIN HOMEOWNERS ASSN's benefits broker?

Per its most recent Form 5500 Schedule A, VILLA MARIN HOMEOWNERS ASSN's broker of record is FORTUNE FINANCIAL.

What insurance carrier does VILLA MARIN HOMEOWNERS ASSN use?

VILLA MARIN HOMEOWNERS ASSN's benefit plan is written through MINNESOTA LIFE INSURANCE COMPANY.

When does VILLA MARIN HOMEOWNERS ASSN's group plan renew?

The most recent Schedule A policy period for VILLA MARIN HOMEOWNERS ASSN ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from VILLA MARIN HOMEOWNERS ASSN's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.