Form 5500 · Employee benefit plan · WASHINGTON, DC
KIPP DC PUBLIC CHARTER SCHOOLS
The filing calls this plan KIPP DC PUBLIC CHARTER SCHOOLS WELFARE BENEFIT PLAN.
KIPP DC PUBLIC CHARTER SCHOOLS of WASHINGTON, DC files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is THE MELTZER GROUP, INC.. Coverage is written through AETNA LIFE INSURANCE COMPANY and 3 other carriers. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 74-2974642 · plan 505 · plan year 2025, filed Jan 13, 2026
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62 other employer plans in District of Columbia have policy years ending in June. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Fully insured as reported
The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
Benefits declared on this filing
Also declared: other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 8 insured contracts covering health, dental, vision, life and disability; the largest, with AETNA LIFE INSURANCE COMPANY, covers 1,668 people.
Reported premium across the insured contracts is $13,751,016, with $99,510 in disclosed broker commissions — about 0.7% of premium.
The most recent policy period ended in June, and the plan year ends June 30. Group contracts typically renew on that annual cycle.
THE MELTZER GROUP, INC. is the broker of record on 7 of the 8 contracts; the rest name a different broker or none.
4 carriers appear on the filing, including AETNA LIFE INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY, RELIANCE STANDARD LIFE INSURANCE COMPANY and FIDELITY SECURITY LIFE INSURANCE COMPANY. AETNA LIFE INSURANCE COMPANY writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY | Health | 431 | Jul 1, 2025 | $165,444 | $33,521 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Disability | 1,273 | Jul 1, 2025 | $451,151 | $30,269 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Disability | 1,268 | Jul 1, 2025 | $99,191 | $9,952 |
| METROPOLITAN LIFE INSURANCE COMPANY | Dental | 2,602 | Jul 1, 2025 | $613,729 | $9,349 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Life | 201 | Jul 1, 2025 | $50,120 | $7,518 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Life | 1,282 | Jul 1, 2025 | $40,647 | $4,708 |
| FIDELITY SECURITY LIFE INSURANCE COMPANY | Vision | 1,342 | Jul 1, 2025 | $86,813 | $4,193 |
| AETNA LIFE INSURANCE COMPANY | Health | 1,668 | Jul 1, 2025 | $12,243,921 | $0 |
Premium and claims on this contract
FIDELITY SECURITY LIFE INSURANCE COMPANY, contract 12029-73,75. For the contract year on this filing, the carrier reported $86,813 in premium earned and $0 in claims incurred. Dividing one by the other gives 0%.
- FIDELITY SECURITY LIFE INSURANCE COMPANY, contract 12029-73,75 reported $20,622 in retention.
Retention is what the carrier kept of the premium after claims, as reported: administration, commissions and other charges.
Only experience-rated contracts report these figures, so most filings leave them blank.
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Other plans filed by this employer
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