form5500lookup

Form 5500 · Employee benefit plan · SAN JOSE, CA

WESTWIND ENTERPRISES

Public Form 5500 records show how WESTWIND ENTERPRISES (SAN JOSE, CA) structures its employee benefits. Its broker of record is PROBITY INSURANCE SERVICES. Coverage is written through CALIFORNIA PHYSICIANS' SERVICE and 4 other carriers. The plan's most recent policy period ended in November.

Benefits broker of record
Plan renews
November

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-2862514 · plan 501 · as of Jul 2026

Participants
40
Carriers on file
5
Disclosed commissions
$46,297
Renewal month
November

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
CALIFORNIA PHYSICIANS' SERVICEHealth50November$32,079
PRINCIPAL LIFE INSURANCE COMPANYDental, Vision66November$7,603
RELIANCE STANDARDDisability158November$3,288
RELIANCE STANDARDLife157November$1,674
KAISER FOUNDATION HEALTH PLAN, INC.Health8November$1,653

Questions

Who is WESTWIND ENTERPRISES's benefits broker?

Per its most recent Form 5500 Schedule A, WESTWIND ENTERPRISES's broker of record is PROBITY INSURANCE SERVICES.

What insurance carrier does WESTWIND ENTERPRISES use?

WESTWIND ENTERPRISES's benefit plan is written through CALIFORNIA PHYSICIANS' SERVICE, among 5 disclosed carriers.

When does WESTWIND ENTERPRISES's group plan renew?

The most recent Schedule A policy period for WESTWIND ENTERPRISES ended in November. Group plans typically renew on the same annual cycle.

Where does this data come from?

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