Form 5500 · Employee benefit plan · LOCUST VALLEY, NY
FRIENDS ACADEMY C/O INDEPENDENT SCHOOL MANAGEMENT
FRIENDS ACADEMY C/O INDEPENDENT SCHOOL MANAGEMENT of LOCUST VALLEY, NY files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is ISM INSURANCE INC. Coverage is written through SUN LIFE AND HEALTH INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 11-1633485 · plan 508 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SUN LIFE AND HEALTH INSURANCE COMPANY | Disability | 192 | June | $11,280 |
| SUN LIFE AND HEALTH INSURANCE COMPANY | — | 200 | June | $727 |
Questions
Who is FRIENDS ACADEMY C/O INDEPENDENT SCHOOL MANAGEMENT's benefits broker?
Per its most recent Form 5500 Schedule A, FRIENDS ACADEMY C/O INDEPENDENT SCHOOL MANAGEMENT's broker of record is ISM INSURANCE INC.
What insurance carrier does FRIENDS ACADEMY C/O INDEPENDENT SCHOOL MANAGEMENT use?
FRIENDS ACADEMY C/O INDEPENDENT SCHOOL MANAGEMENT's benefit plan is written through SUN LIFE AND HEALTH INSURANCE COMPANY, among 2 disclosed carriers.
When does FRIENDS ACADEMY C/O INDEPENDENT SCHOOL MANAGEMENT's group plan renew?
The most recent Schedule A policy period for FRIENDS ACADEMY C/O INDEPENDENT SCHOOL MANAGEMENT ended in June. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from FRIENDS ACADEMY C/O INDEPENDENT SCHOOL MANAGEMENT's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.