Form 5500 · Employee benefit plan · JACKSONVILLE, FL
KIPP JACKSONVILLE, INC.
The filing calls this plan KIPP JACKSONVILLE, INC. WELFARE BENEFITS PLAN.
KIPP JACKSONVILLE, INC. of JACKSONVILLE, FL insures health, dental, vision, life and disability coverage for its employees, per Schedule A of its Form 5500. Its broker of record is GALLAGHER BENEFIT SERVICES, INC.. Coverage is written through HEALTH OPTIONS and 3 other carriers. The plan's most recent policy period ended in July.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 26-4046741 · plan 501 · plan year 2025, filed Feb 9, 2026
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140 other employer plans in Florida have policy years ending in July. 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: death benefits, 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 4 insured contracts covering health, dental, vision, life and disability; the largest, with HEALTH OPTIONS, covers 262 people.
Reported premium across the insured contracts is $2,809,548, with $132,837 in disclosed broker commissions — about 4.7% of premium.
The most recent policy period ended in July, and the plan year ends July 31. Group contracts typically renew on that annual cycle.
GALLAGHER BENEFIT SERVICES, INC. is the broker of record on all 4 contracts.
4 carriers appear on the filing, including HEALTH OPTIONS, UNITED OF OMAHA LIFE INSURANCE COMPANY, HUMANA INSURANCE COMPANY and BLUE CROSS BLUE SHIELD OF FLORIDA. HEALTH OPTIONS writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| HEALTH OPTIONS | Health | 262 | Aug 1, 2025 | $2,236,369 | $70,986 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Health, Life, Disability | 356 | Aug 1, 2025 | $287,130 | $40,870 |
| HUMANA INSURANCE COMPANY | Dental, Vision | 294 | Aug 1, 2025 | $170,059 | $17,012 |
| BLUE CROSS BLUE SHIELD OF FLORIDA | Health | 11 | Aug 1, 2025 | $115,990 | $3,969 |
Premium and claims on these contracts
HEALTH OPTIONS, contract J8425. For the contract year on this filing, the carrier reported $2,236,369 in premium earned and $1,796,699 in claims incurred. Dividing one by the other gives 80%.
BLUE CROSS BLUE SHIELD OF FLORIDA, contract J8425. For the contract year on this filing, the carrier reported $115,990 in premium earned and $93,685 in claims incurred. Dividing one by the other gives 81%.
- HEALTH OPTIONS, contract J8425 reported $439,670 in retention.
- BLUE CROSS BLUE SHIELD OF FLORIDA, contract J8425 reported $22,304 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.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Other plans filed by this employer
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