# BAY EQUITY, LLC HEALTH AND WELFARE PLAN

Health and welfare plan sponsored by **BAY EQUITY, LLC**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | BAY EQUITY, LLC |
| EIN | 260360466 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | CONCORD, CA |
| Industry | financial services |
| Funding | fully insured |
| Total premiums | $5.8M |
| Participants | 0 |
| Persons covered | 2,733 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| UNITEDHEALTHCARE INSURANCE COMPANY | Health, Rx, PPO |
| SUN LIFE FINANCIAL | Dental, Life, STD, LTD, Other |
| KAISER PERMANENTE | Health, Rx, HMO |
| VISION SERVICE PLAN (VSP) | Vision |
| AMERICAN HERITAGE LIFE INSURANCE COMPANY | Life, Other |
| HAWAII MEDICAL SERVICE ASSOCIATION | Health, Rx, Dental |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | LTD |
| PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | Other |

## Brokers

| Broker | Placed with |
|---|---|
| NEWFRONT INSURANCE SERVICES, LLC | UNITEDHEALTHCARE INSURANCE COMPANY |
| NEWFRONT INSURANCE SERVICES, LLC | SUN LIFE ASSURANCE COMPANY OF CANADA |
| NEWFRONT INSURANCE SERVICES, LLC | KAISER FOUNDATION HEALTH PLAN, INC. |
| NEWFRONT INSURANCE SERVICES, LLC | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST |
| NEWFRONT INSURANCE SERVICES, LLC | VISION SERVICE PLAN |
| WILLIAM JUDGE JR | AMERICAN HERITAGE LIFE INSURANCE COMPANY |
| NEWFRONT INSURANCE SERVICES, LLC | AMERICAN HERITAGE LIFE INSURANCE COMPANY |
| NEWFRONT INSURANCE SERVICES, LLC | KAISER FOUNDATION HEALTH PLAN OF COLORADO |
| NEWFRONT INSURANCE SERVICES, LLC | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY |
| NFP INSURANCE SERVICES INC | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY |
| A & AG CONSULTANTS | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD |
| MAKA SIHU A NATIVE AMERICAN ENT. | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD |
| MARY BLASER | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD |
| NEWFRONT INSURANCE SERVICES, LLC | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD |
| NEWFRONT INSURANCE SERVICES, LLC | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/260360466-501
- Cite as: PlanOptica, https://planoptica.com/welfare/260360466-501
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