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Form 5500 · Employee benefit plan · STUDIO CITY, CA

HARVARD-WESTLAKE SCHOOL

HARVARD-WESTLAKE SCHOOL's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is GALLAGHER BENEFIT SERVICES, INC.. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 1 other carrier. The plan's most recent policy period ended in December.

Benefits broker of record
GALLAGHER BENEFIT SERVICES, INC.
Insurance carrier
SUN LIFE ASSURANCE COMPANY OF CANADA
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 95-1644019 · plan 503 · as of Jul 2026

Participants
335
Carriers on file
2
Disclosed commissions
$62,581
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
SUN LIFE ASSURANCE COMPANY OF CANADALife, Disability335December$54,589
SUN LIFE ASSURANCE COMPANY OF CANADA—36December$7,992

Questions

Who is HARVARD-WESTLAKE SCHOOL's benefits broker?

Per its most recent Form 5500 Schedule A, HARVARD-WESTLAKE SCHOOL's broker of record is GALLAGHER BENEFIT SERVICES, INC..

What insurance carrier does HARVARD-WESTLAKE SCHOOL use?

HARVARD-WESTLAKE SCHOOL's benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 2 disclosed carriers.

When does HARVARD-WESTLAKE SCHOOL's group plan renew?

The most recent Schedule A policy period for HARVARD-WESTLAKE SCHOOL ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

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