Form 5500 · Employee benefit plan · SAN ANTONIO, TX
OUR LADY OF THE LAKE UNIVERSITY
The filing calls this plan OUR LADY OF THE LAKE UNIVERSITY FLEXIBLE BENEFIT CAFETERIA PLAN.
Public Form 5500 records show how OUR LADY OF THE LAKE UNIVERSITY of SAN ANTONIO, TX, a education employer, structures its employee benefits. Its broker of record is MARSH & MCLENNAN AGENCY LLC PA. Coverage is written through BLUECROSS BLUESHIELD OF TEXAS and 1 other carrier. The plan's most recent policy period ended in September.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 74-1109631 · plan 505 · plan year 2025, filed Mar 19, 2026
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333 other employer plans in Texas have policy years ending in September. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Funding not settled by the filing
The filing does not report enough to settle how this plan pays for benefits.
Benefits declared on this filing
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.
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 2 insured contracts covering dental and vision; the largest, with BLUECROSS BLUESHIELD OF TEXAS, covers 368 people.
Reported premium across the insured contracts is $179,153, with $19,254 in disclosed broker commissions — about 11% of premium.
The most recent policy period ended in September, and the plan year ends August 31. Group contracts typically renew on that annual cycle.
MARSH & MCLENNAN AGENCY LLC PA is the broker of record on 1 of the 2 contracts; the rest name a different broker or none.
Two carriers split the book: BLUECROSS BLUESHIELD OF TEXAS and FIDELITY SECURITY LIFE INSURANCE COMPANY.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| BLUECROSS BLUESHIELD OF TEXAS | Dental | 368 | Oct 1, 2025 | $153,639 | $16,701 |
| FIDELITY SECURITY LIFE INSURANCE COMPANY | Vision | 323 | Oct 1, 2025 | $25,514 | $2,553 |
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
How this plan compares
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Renewal calendar
333 other employer plans in Texas are October 1 renewals (policy year ends September).
Their policy years end in September, like this plan’s, so most renew October 1. The calendar lists every insured group by renewal date and state, with broker of record, carrier and disclosed commission. You can preview the five largest in each month for free.
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