form5500lookup

Form 5500 · Employee benefit plan · ASHLAND, OR

OREGON SHAKESPEARE FESTIVAL

Public Form 5500 records show how OREGON SHAKESPEARE FESTIVAL (ASHLAND, OR) structures its employee benefits. Its broker of record is GARY LAPIDUS. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA. The plan's most recent policy period ended in September.

Benefits broker of record
GARY LAPIDUS
Insurance carrier
SUN LIFE ASSURANCE COMPANY OF CANADA
Plan renews
September

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 93-0407022 · plan 512 · as of Jul 2026

Participants
284
Carriers on file
1
Disclosed commissions
$6,941
Renewal month
September

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
SUN LIFE ASSURANCE COMPANY OF CANADA—347September$6,941

Questions

Who is OREGON SHAKESPEARE FESTIVAL's benefits broker?

Per its most recent Form 5500 Schedule A, OREGON SHAKESPEARE FESTIVAL's broker of record is GARY LAPIDUS.

What insurance carrier does OREGON SHAKESPEARE FESTIVAL use?

OREGON SHAKESPEARE FESTIVAL's benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA.

When does OREGON SHAKESPEARE FESTIVAL's group plan renew?

The most recent Schedule A policy period for OREGON SHAKESPEARE FESTIVAL ended in September. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from OREGON SHAKESPEARE FESTIVAL's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.