Form 5500 · Employee benefit plan · ATHERTON, CA
MENLO SCHOOL
MENLO SCHOOL of ATHERTON, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is VITA INSURANCE ASSOCIATES, INC.. Coverage is written through AETNA LIFE INSURANCE COMPANY and 5 other carriers. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-3204137 · plan 504 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY | Health, Dental | 426 | June | $131,528 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 134 | June | $36,321 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Life, Disability | 216 | June | $14,267 |
| AETNA HEALTH, INC. | Health | 20 | June | $10,000 |
| VISION SERVICE PLAN | Vision | 215 | June | $1,632 |
| HALCYON BEHAVIORAL. LLC | — | 219 | June | $0 |
Questions
Who is MENLO SCHOOL's benefits broker?
Per its most recent Form 5500 Schedule A, MENLO SCHOOL's broker of record is VITA INSURANCE ASSOCIATES, INC..
What insurance carrier does MENLO SCHOOL use?
MENLO SCHOOL's benefit plan is written through AETNA LIFE INSURANCE COMPANY, among 6 disclosed carriers.
When does MENLO SCHOOL's group plan renew?
The most recent Schedule A policy period for MENLO SCHOOL ended in June. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from MENLO SCHOOL's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.