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Form 5500 · Employee benefit plan · WASHINGTON, DC

LEE MONTESSORI PUBLIC CHARTER SCHOOL

Public Form 5500 records show how LEE MONTESSORI PUBLIC CHARTER SCHOOL (WASHINGTON, DC) structures its employee benefits. Its broker of record is LPL FINANCIAL ATTN ACCOUNTS RECEIVA. Coverage is written through PRINCIPAL LIFE INSURANCE COMPANY. The plan's most recent policy period ended in June.

Benefits broker of record
LPL FINANCIAL ATTN ACCOUNTS RECEIVA
Insurance carrier
PRINCIPAL LIFE INSURANCE COMPANY
Plan renews
June

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 45-4726453 · plan 001 · as of Jul 2026

Participants
117
Carriers on file
1
Disclosed commissions
$136
Renewal month
June

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
PRINCIPAL LIFE INSURANCE COMPANY—114June$136

Questions

Who is LEE MONTESSORI PUBLIC CHARTER SCHOOL's benefits broker?

Per its most recent Form 5500 Schedule A, LEE MONTESSORI PUBLIC CHARTER SCHOOL's broker of record is LPL FINANCIAL ATTN ACCOUNTS RECEIVA.

What insurance carrier does LEE MONTESSORI PUBLIC CHARTER SCHOOL use?

LEE MONTESSORI PUBLIC CHARTER SCHOOL's benefit plan is written through PRINCIPAL LIFE INSURANCE COMPANY.

When does LEE MONTESSORI PUBLIC CHARTER SCHOOL's group plan renew?

The most recent Schedule A policy period for LEE MONTESSORI PUBLIC CHARTER SCHOOL ended in June. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from LEE MONTESSORI PUBLIC CHARTER SCHOOL's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.