Form 5500 · Employee benefit plan · SAN FRANCISCO, CA
WHITE OAK GLOBAL ADVISORS, LLC
WHITE OAK GLOBAL ADVISORS, 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 UNITEDHEALTHCARE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 26-0340395 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITEDHEALTHCARE INSURANCE COMPANY | Health, Dental, Vision | 394 | December | $238,437 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life, Disability | 203 | December | $26,657 |
Questions
Who is WHITE OAK GLOBAL ADVISORS, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, WHITE OAK GLOBAL ADVISORS, LLC's broker of record is GALLAGHER BENEFIT SERVICES INC.
What insurance carrier does WHITE OAK GLOBAL ADVISORS, LLC use?
WHITE OAK GLOBAL ADVISORS, LLC's benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 2 disclosed carriers.
When does WHITE OAK GLOBAL ADVISORS, LLC's group plan renew?
The most recent Schedule A policy period for WHITE OAK GLOBAL ADVISORS, 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 GLOBAL ADVISORS, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.