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Form 5500 · Employee benefit plan · AUSTIN, TX

AUSTIN TRINITY EPISCOPAL SCHOOL

Public Form 5500 records show how AUSTIN TRINITY EPISCOPAL SCHOOL (AUSTIN, TX) structures its employee benefits. Its broker of record is USI INSURANCE SERVICES SOUTHWEST. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 1 other carrier. 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 74-2918235 · plan 501 · as of Jul 2026

Participants
159
Carriers on file
2
Disclosed commissions
$10,786
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITEDHEALTHCARE INSURANCE COMPANYLife165December$7,357
UNITED OF OMAHA LIFE INSURANCE COMPANY165December$3,429

Questions

Who is AUSTIN TRINITY EPISCOPAL SCHOOL's benefits broker?

Per its most recent Form 5500 Schedule A, AUSTIN TRINITY EPISCOPAL SCHOOL's broker of record is USI INSURANCE SERVICES SOUTHWEST.

What insurance carrier does AUSTIN TRINITY EPISCOPAL SCHOOL use?

AUSTIN TRINITY EPISCOPAL SCHOOL's benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 2 disclosed carriers.

When does AUSTIN TRINITY EPISCOPAL SCHOOL's group plan renew?

The most recent Schedule A policy period for AUSTIN TRINITY EPISCOPAL SCHOOL ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from AUSTIN TRINITY EPISCOPAL SCHOOL's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.