Form 5500 · Employee benefit plan · WILMINGTON, DE
INDEPENDENT SCHOOL GROUP LIFE AND DISABILITY TRUST
INDEPENDENT SCHOOL GROUP LIFE AND DISABILITY TRUST's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is ISM INSURANCE INC. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 51-6156096 · plan 508 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 4,227 | June | $321,789 |
Questions
Who is INDEPENDENT SCHOOL GROUP LIFE AND DISABILITY TRUST's benefits broker?
Per its most recent Form 5500 Schedule A, INDEPENDENT SCHOOL GROUP LIFE AND DISABILITY TRUST's broker of record is ISM INSURANCE INC.
What insurance carrier does INDEPENDENT SCHOOL GROUP LIFE AND DISABILITY TRUST use?
INDEPENDENT SCHOOL GROUP LIFE AND DISABILITY TRUST's benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA.
When does INDEPENDENT SCHOOL GROUP LIFE AND DISABILITY TRUST's group plan renew?
The most recent Schedule A policy period for INDEPENDENT SCHOOL GROUP LIFE AND DISABILITY TRUST ended in June. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from INDEPENDENT SCHOOL GROUP LIFE AND DISABILITY TRUST's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.