Form 5500 · Employee benefit plan · SAN FRANCISCO, CA
WHITE OAK CREDIT SERVICES LLC
WHITE OAK CREDIT SERVICES LLC of SAN FRANCISCO, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is GALLAGHER BENEFIT SERVICES, INC.. Coverage is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 82-5491248 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life, Disability | 232 | December | $24,827 |
| METROPOLITAN LIFE INSURANCE COMPANY | Dental, Vision | 376 | December | $14,232 |
| CALIFORNIA PHYSICIANS SERVICE | Health | 415 | December | $0 |
Questions
Who is WHITE OAK CREDIT SERVICES LLC's benefits broker?
Per its most recent Form 5500 Schedule A, WHITE OAK CREDIT SERVICES LLC's broker of record is GALLAGHER BENEFIT SERVICES, INC..
What insurance carrier does WHITE OAK CREDIT SERVICES LLC use?
WHITE OAK CREDIT SERVICES LLC's benefit plan is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, among 3 disclosed carriers.
When does WHITE OAK CREDIT SERVICES LLC's group plan renew?
The most recent Schedule A policy period for WHITE OAK CREDIT SERVICES LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from WHITE OAK CREDIT SERVICES LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.