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Form 5500 · Employee benefit plan · EXETER, NH

PHILLIPS EXETER ACADEMY

PHILLIPS EXETER ACADEMY's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is JENNIFER A. BORISLOW INS AGENCY INC. Coverage is written through UNITED OF OMAHA LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in June.

Benefits broker of record
Plan renews
June

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 02-0222174 · plan 507 · as of Jul 2026

Participants
592
Carriers on file
3
Disclosed commissions
$34,272
Renewal month
June

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITED OF OMAHA LIFE INSURANCE COMPANYLife, Disability583June$27,069
RED TREE INSURANCE COMPANY, INC.Vision665June$4,574
PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD88June$2,629

Questions

Who is PHILLIPS EXETER ACADEMY's benefits broker?

Per its most recent Form 5500 Schedule A, PHILLIPS EXETER ACADEMY's broker of record is JENNIFER A. BORISLOW INS AGENCY INC.

What insurance carrier does PHILLIPS EXETER ACADEMY use?

PHILLIPS EXETER ACADEMY's benefit plan is written through UNITED OF OMAHA LIFE INSURANCE COMPANY, among 3 disclosed carriers.

When does PHILLIPS EXETER ACADEMY's group plan renew?

The most recent Schedule A policy period for PHILLIPS EXETER ACADEMY ended in June. Group plans typically renew on the same annual cycle.

Where does this data come from?

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