Form 5500 · Employee benefit plan · PHOENIX, AZ
GREAT HEARTS ACADEMIES
GREAT HEARTS ACADEMIES's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is MARSH AND MCLENNAN AGENCY, LLC. Coverage is written through DELTA DENTAL OF ARIZONA and 3 other carriers. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-2036133 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| DELTA DENTAL OF ARIZONA | Dental | 3,678 | June | $121,452 |
| SYMETRA LIFE INSURANCE COMPANY | Life, Disability | 1,960 | June | $110,010 |
| METROPOLITAN LIFE INSURANCE COMPANY | Vision | 3,575 | June | $11,931 |
| CURALINC LLC | — | 2,862 | June | $0 |
Questions
Who is GREAT HEARTS ACADEMIES's benefits broker?
Per its most recent Form 5500 Schedule A, GREAT HEARTS ACADEMIES's broker of record is MARSH AND MCLENNAN AGENCY, LLC.
What insurance carrier does GREAT HEARTS ACADEMIES use?
GREAT HEARTS ACADEMIES's benefit plan is written through DELTA DENTAL OF ARIZONA, among 4 disclosed carriers.
When does GREAT HEARTS ACADEMIES's group plan renew?
The most recent Schedule A policy period for GREAT HEARTS ACADEMIES ended in June. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from GREAT HEARTS ACADEMIES's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.