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Form 5500 · Employee benefit plan · BELMONT, CA

WOODMONT REAL ESTATE SERVICES, L.P.

WOODMONT REAL ESTATE SERVICES, L.P. of BELMONT, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through KAISER FOUNDATION HEALTH PLAN, INC. and 4 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-3209029 · plan 501 · as of Jul 2026

Participants
337
Carriers on file
5
Disclosed commissions
$213,285
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
KAISER FOUNDATION HEALTH PLAN, INC.Health204December$139,396
SUTTER HEALTH PLANHealth58December$35,144
METROPOLITAN LIFE INSURANCE COMPANYLife, Disability331December$19,740
DELTA DENTAL OF CALIFORNIADental350December$17,293
VISION SERVICE PLANVision290December$1,712

Questions

Who is WOODMONT REAL ESTATE SERVICES, L.P.'s benefits broker?

Per its most recent Form 5500 Schedule A, WOODMONT REAL ESTATE SERVICES, L.P.'s broker of record is USI INSURANCE SERVICES LLC.

What insurance carrier does WOODMONT REAL ESTATE SERVICES, L.P. use?

WOODMONT REAL ESTATE SERVICES, L.P.'s benefit plan is written through KAISER FOUNDATION HEALTH PLAN, INC., among 5 disclosed carriers.

When does WOODMONT REAL ESTATE SERVICES, L.P.'s group plan renew?

The most recent Schedule A policy period for WOODMONT REAL ESTATE SERVICES, L.P. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from WOODMONT REAL ESTATE SERVICES, L.P.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.