Form 5500 · Employee benefit plan · ANNANDALE, VA
PHILLIPS PROGRAMS
The filing calls this plan PHILLIPS PROGRAMS LONG TERM DISABILITY PLAN.
Public Form 5500 records show how PHILLIPS PROGRAMS of ANNANDALE, VA, a education employer, structures its employee benefits. Its broker of record is GOLDEN AND COHEN LLC. Coverage is written through CAREFIRST BLUECHOICE, INC.. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 54-0833311 · plan 502 · plan year 2025, filed Jul 30, 2026
Get an email when this employer files a new Form 5500, and again about four months before its plan renews.
1,326 other employer plans in Virginia have policy years ending in December. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Fully insured as reported
The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
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 1 insured contract covering health, dental and vision; the largest, with CAREFIRST BLUECHOICE, INC., covers 246 people.
Reported premium across the insured contracts is $1,336,027, with $6,713 in disclosed broker commissions — about 0.5% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| CAREFIRST BLUECHOICE, INC. | Health, Dental, Vision | 246 | Jan 1, 2026 | $1,336,027 | $6,713 |
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.
Other plans filed by this employer
How this plan compares
Subscribers see how this compares with similar plans in Virginia. A subscription also adds this plan's filing history and the renewal calendar for its state. See plans and prices
Without an account you can open 10 employer, broker and carrier pages a day, including through an AI assistant, and 50 a day with a free account. Paid plans are what keep these records free to read.
Renewal calendar
1,326 other employer plans in Virginia are January 1 renewals (policy year ends December).
Their policy years end in December, like this plan’s, so most renew January 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.
Claude & ChatGPT
Look up records from Claude or ChatGPT
Add Form5500Lookup to Claude or ChatGPT and ask about any employer, broker or carrier in plain English. Lookups are free. Renewal lists, full books of business and exports are included with a subscription.
Building a list or a tool from these records? Match a list you already have from $29 per 1,000 records, or license the whole dataset as a weekly file for $499 a month. See both
More employer plans in Virginia — largest plans, brokers, carriers and renewal months.