Form 5500 · Employee benefit plan · DENVER, CO
XERO, INC.
XERO, INC. of DENVER, CO files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is IMA, INC.. Coverage is written through KAISER FOUNDATION HEALTH PLAN OF COLORADO and 6 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 45-1040932 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| KAISER FOUNDATION HEALTH PLAN OF COLORADO | Health | 20 | December | $0 |
| CONCERN | — | 333 | November | $0 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 334 | December | $0 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 334 | December | $0 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 18 | December | $0 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 334 | December | $0 |
| VISION SERVICE PLAN | Vision | 317 | December | $0 |
Questions
Who is XERO, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, XERO, INC.'s broker of record is IMA, INC..
What insurance carrier does XERO, INC. use?
XERO, INC.'s benefit plan is written through KAISER FOUNDATION HEALTH PLAN OF COLORADO, among 7 disclosed carriers.
When does XERO, INC.'s group plan renew?
The most recent Schedule A policy period for XERO, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from XERO, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.