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Form 5500 · Employee benefit plan · PHILADELPHIA, PA

INGLIS FOUNDATION

INGLIS FOUNDATION's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is OSAIC FA INC. Coverage is written through LINCOLN NATIONAL LIFE INSURANCE CO and 2 other carriers. The plan's most recent policy period ended in June.

Benefits broker of record
Plan renews
June

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 23-2326553 · plan 002 · as of Jul 2026

Participants
983
Carriers on file
3
Disclosed commissions
$2,699
Renewal month
June

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
LINCOLN NATIONAL LIFE INSURANCE CO253June$2,699
LINCOLN NATIONAL LIFE INSURANCE CO24June$0
LINCOLN NATIONAL LIFE INSURANCE COMPANY77June$0

Questions

Who is INGLIS FOUNDATION's benefits broker?

Per its most recent Form 5500 Schedule A, INGLIS FOUNDATION's broker of record is OSAIC FA INC.

What insurance carrier does INGLIS FOUNDATION use?

INGLIS FOUNDATION's benefit plan is written through LINCOLN NATIONAL LIFE INSURANCE CO, among 3 disclosed carriers.

When does INGLIS FOUNDATION's group plan renew?

The most recent Schedule A policy period for INGLIS FOUNDATION ended in June. Group plans typically renew on the same annual cycle.

Where does this data come from?

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