Form 5500 · Employee benefit plan · PALMETTO BAY, FL
PALMER TRINITY PRIVATE SCHOOL
Public Form 5500 records show how PALMER TRINITY PRIVATE SCHOOL (PALMETTO BAY, FL) structures its employee benefits. Its broker of record is MORRIS & REYNOLDS INSURANCE. Coverage is written through PREFERRED LEGAL and 2 other carriers. The plan's most recent policy period ended in August.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 23-7098500 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| PREFERRED LEGAL | — | 29 | August | $609 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health, Dental, Vision | 305 | August | $0 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Life, Disability | 122 | August | $0 |
Questions
Who is PALMER TRINITY PRIVATE SCHOOL's benefits broker?
Per its most recent Form 5500 Schedule A, PALMER TRINITY PRIVATE SCHOOL's broker of record is MORRIS & REYNOLDS INSURANCE.
What insurance carrier does PALMER TRINITY PRIVATE SCHOOL use?
PALMER TRINITY PRIVATE SCHOOL's benefit plan is written through PREFERRED LEGAL, among 3 disclosed carriers.
When does PALMER TRINITY PRIVATE SCHOOL's group plan renew?
The most recent Schedule A policy period for PALMER TRINITY PRIVATE SCHOOL ended in August. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from PALMER TRINITY PRIVATE SCHOOL's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.