Form 5500 · Employee benefit plan · PAXTON, MA
SISTERS OF ST. ANNE, INC. ANNA MARIA COLLEGE
The filing calls this plan SISTERS OF ST. ANNE, INC. D/B/A ANNA MARIA COLLEGE.
SISTERS OF ST. ANNE, INC. ANNA MARIA COLLEGE of PAXTON, MA insures health, dental, vision, life and disability coverage for its employees, per Schedule A of its Form 5500. Its broker of record is RSC INSURANCE BROKERAGE, INC.. Coverage is written through MASS GENERAL BRIGHAM HEALTH PLAN and 5 other carriers. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 04-2002060 · plan 502 · plan year 2024, filed Apr 10, 2025
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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: death benefits.
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.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
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 11 insured contracts covering health, dental, vision, life and disability; the largest, with MASS GENERAL BRIGHAM HEALTH PLAN, covers 83 people.
Reported premium across the insured contracts is $1,828,986, with $38,066 in disclosed broker commissions — about 2.1% of premium.
The health contract's policy period ended in June, while at least one ancillary line's policy period ended in December. The plan is on a split renewal cycle.
RSC INSURANCE BROKERAGE, INC. is the broker of record on 2 of the 11 contracts; the rest name a different broker or none.
6 carriers appear on the filing, including MASS GENERAL BRIGHAM HEALTH PLAN, HRC TOTAL SOLUTIONS, ALTUS DENTAL INSURANCE COMPANY, INC. and RELIANCE STANDARD LIFE INSURANCE COMPANY. MASS GENERAL BRIGHAM HEALTH PLAN writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| MASS GENERAL BRIGHAM HEALTH PLAN | Health | 83 | Jul 1, 2024 | $1,632,634 | $26,712 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Disability | 139 | Jan 1, 2025 | $35,795 | $3,790 |
| ALTUS DENTAL INSURANCE COMPANY, INC. | Dental | 85 | Jan 1, 2025 | $42,669 | $2,707 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Life | 148 | Jan 1, 2025 | $30,698 | $2,285 |
| ALTUS DENTAL INSURANCE COMPANY, INC. | Dental | 58 | Jan 1, 2025 | $21,312 | $1,352 |
| ALTUS DENTAL INSURANCE COMPANY, INC. | Vision | 119 | Jan 1, 2025 | $5,947 | $595 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Life | 13 | Jan 1, 2025 | $5,742 | $574 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | — | 11 | Jan 1, 2025 | $341 | $51 |
| HRC TOTAL SOLUTIONS | — | 29 | Jul 1, 2024 | $53,848 | $0 |
| ACI SPECIALTY BENEFITS | — | 185 | Jan 1, 2025 | — | $0 |
| ZURICH AMERICAN INSURANCE COMPANY | — | 122 | Jul 1, 2024 | — | $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.
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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