Form 5500 · Employee benefit plan · SCOTTSDALE, AZ
VITALANT
VITALANT of SCOTTSDALE, AZ insures health, vision, life and disability coverage for its employees, per 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 86-0098929 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 7 insured contracts covering health, vision, life and disability; the largest, with KAISER FOUNDATION HEALTH PLAN, INC., covers 483 people.
Reported premium across the insured contracts is $8,716,189, with $260,001 in disclosed broker commissions — about 3% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
LOCKTON COMPANIES, LLC is the broker of record on 2 of the 7 contracts; the rest name a different broker or none.
7 carriers appear on the filing — KAISER FOUNDATION HEALTH PLAN, INC., UNUM LIFE INSURANCE COMPANY OF AMERICA, UNUM INSURANCE COMPANY and AETNA LIFE INSURANCE COMPANY among them — with KAISER FOUNDATION HEALTH PLAN, INC. writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 3,897 | December | $2,667,310 | $194,502 |
| UNUM INSURANCE COMPANY | — | 763 | December | $388,553 | $65,499 |
| HARTFORD FIRE INSURANCE COMPANY | — | 3,193 | December | $1,848 | $0 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 483 | December | $5,336,141 | $0 |
| AETNA BEHAVIORAL HEALTH, LLC | — | 3,379 | December | $51,050 | $0 |
| HEALTH AND HUMAN RESOURCE CENTER, INC. | — | 772 | December | $11,411 | $0 |
| AETNA LIFE INSURANCE COMPANY | Vision | 4,333 | December | $259,876 | $0 |
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