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Form 5500 · Employee benefit plan · PETALUMA, CA

YGRENE ENERGY FUND

YGRENE ENERGY FUND's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is ABD INS. AND FINANCIAL SVCS., INC.. Coverage is written through KAISER FOUNDATION HEALTH PLAN INC and 3 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 27-3092557 · plan 501 · as of Jul 2026

Participants
271
Carriers on file
4
Disclosed commissions
$30,115
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
KAISER FOUNDATION HEALTH PLAN INCHealth57December$23,711
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYLife, Disability75December$5,585
VISION SERVICE PLANVision67December$819
CALIFORNIA PHYSICIANS SERVICEHealth121December$0

Questions

Who is YGRENE ENERGY FUND's benefits broker?

Per its most recent Form 5500 Schedule A, YGRENE ENERGY FUND's broker of record is ABD INS. AND FINANCIAL SVCS., INC..

What insurance carrier does YGRENE ENERGY FUND use?

YGRENE ENERGY FUND's benefit plan is written through KAISER FOUNDATION HEALTH PLAN INC, among 4 disclosed carriers.

When does YGRENE ENERGY FUND's group plan renew?

The most recent Schedule A policy period for YGRENE ENERGY FUND ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

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