Form 5500 · Employee benefit plan · MONTREAT, NC
MONTREAT COLLEGE
Public Form 5500 records show how MONTREAT COLLEGE (MONTREAT, NC) structures its employee benefits. Its broker of record is DAVID SIMAS. Coverage is written through BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA and 1 other carrier. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 56-0543261 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | Health | 314 | June | $55,211 |
| PRINCIPAL LIFE INSURANCE COMPANY | Dental, Vision, Life, Disability | 290 | June | $23,333 |
Questions
Who is MONTREAT COLLEGE's benefits broker?
Per its most recent Form 5500 Schedule A, MONTREAT COLLEGE's broker of record is DAVID SIMAS.
What insurance carrier does MONTREAT COLLEGE use?
MONTREAT COLLEGE's benefit plan is written through BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA, among 2 disclosed carriers.
When does MONTREAT COLLEGE's group plan renew?
The most recent Schedule A policy period for MONTREAT COLLEGE ended in June. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from MONTREAT COLLEGE's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.