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Form 5500 · Employee benefit plan · MISSION VIEJO, CA

VOCATIONAL VISIONS

VOCATIONAL VISIONS of MISSION VIEJO, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is HEFFERNAN INSURANCE BROKERS. Coverage is written through KAISER FOUNDATION HEALTH PLAN, INC. and 1 other carrier. The plan's most recent policy period ended in June.

Benefits broker of record
Plan renews
June

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 95-2972669 · plan 501 · as of Jul 2026

Participants
146
Carriers on file
2
Disclosed commissions
$36,410
Renewal month
June

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
KAISER FOUNDATION HEALTH PLAN, INC.Health69June$23,505
PRINCIPAL LIFE INSURANCE COMPANYDental, Vision, Life, Disability141June$12,905

Questions

Who is VOCATIONAL VISIONS's benefits broker?

Per its most recent Form 5500 Schedule A, VOCATIONAL VISIONS's broker of record is HEFFERNAN INSURANCE BROKERS.

What insurance carrier does VOCATIONAL VISIONS use?

VOCATIONAL VISIONS's benefit plan is written through KAISER FOUNDATION HEALTH PLAN, INC., among 2 disclosed carriers.

When does VOCATIONAL VISIONS's group plan renew?

The most recent Schedule A policy period for VOCATIONAL VISIONS ended in June. Group plans typically renew on the same annual cycle.

Where does this data come from?

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