Form 5500 · Employee benefit plan · SARASOTA, FL
SARASOTA MILITARY ACADEMY
The filing calls this plan SARASOTA MILITARY ACADEMY EMPLOYEE BENEFITS PLAN.
SARASOTA MILITARY ACADEMY of SARASOTA, FL is a 95-participant education employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is ACRISURE SOUTHEAST PR INS SERV LLC-. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY. The plan's most recent policy period ended in August.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 65-1149763 · plan 501 · plan year 2025, filed Mar 11, 2026
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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
Also declared: other welfare.
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 4 insured contracts covering health, dental, vision, life and disability; the largest, with UNITEDHEALTHCARE INSURANCE COMPANY, covers 65 people.
Reported premium across the insured contracts is $990,601, with $15,590 in disclosed broker commissions — about 1.6% of premium.
The most recent policy period ended in August, and the plan year ends August 31. Group contracts typically renew on that annual cycle.
ACRISURE SOUTHEAST PR INS SERV LLC- is the broker of record on 1 of the 4 contracts; the rest name a different broker or none.
At 95 participants this is a small group; Form 5500 is required once a welfare plan reaches 100 participants, or when it is funded through insurance contracts.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| UNITEDHEALTHCARE INSURANCE COMPANY | Life, Disability | 83 | Sep 1, 2025 | $74,977 | $7,864 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Dental | 74 | Sep 1, 2025 | $62,755 | $6,275 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Vision | 72 | Sep 1, 2025 | $14,508 | $1,451 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health | 65 | Sep 1, 2025 | $838,361 | $0 |
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.
How this plan compares
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