Form 5500 · Employee benefit plan · IRVINE, CA
VISTA POINT FINANCIAL HOLDINGS
VISTA POINT FINANCIAL HOLDINGS's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is PATRIOT GROWTH INSURANCE SERVICES. Coverage is written through CALIFORNIA PHYSICIANS SERVICE and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 83-2804634 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| CALIFORNIA PHYSICIANS SERVICE | Health | 75 | December | $67,522 |
| PRINCIPAL LIFE INSURANCE COMPANY | Dental, Vision, Life, Disability | 128 | December | $16,198 |
| KAISER FOUNDATION HEALTH PLAN INC. | Health | 26 | December | $15,807 |
| HUMANA, INC. | Dental | 12 | December | $336 |
Questions
Who is VISTA POINT FINANCIAL HOLDINGS's benefits broker?
Per its most recent Form 5500 Schedule A, VISTA POINT FINANCIAL HOLDINGS's broker of record is PATRIOT GROWTH INSURANCE SERVICES.
What insurance carrier does VISTA POINT FINANCIAL HOLDINGS use?
VISTA POINT FINANCIAL HOLDINGS's benefit plan is written through CALIFORNIA PHYSICIANS SERVICE, among 4 disclosed carriers.
When does VISTA POINT FINANCIAL HOLDINGS's group plan renew?
The most recent Schedule A policy period for VISTA POINT FINANCIAL HOLDINGS ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from VISTA POINT FINANCIAL HOLDINGS's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.