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Form 5500 · Employee benefit plan · POTOMAC, MD

ST. ANDREWS EPISCOPAL SCHOOL

ST. ANDREWS EPISCOPAL SCHOOL of POTOMAC, MD files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is ISM INSURANCE INC. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 52-1107876 · plan 508 · as of Jul 2026

Participants
164
Carriers on file
1
Disclosed commissions
$14,587
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
SUN LIFE ASSURANCE COMPANY OF CANADALife, Disability174December$14,587

Questions

Who is ST. ANDREWS EPISCOPAL SCHOOL's benefits broker?

Per its most recent Form 5500 Schedule A, ST. ANDREWS EPISCOPAL SCHOOL's broker of record is ISM INSURANCE INC.

What insurance carrier does ST. ANDREWS EPISCOPAL SCHOOL use?

ST. ANDREWS EPISCOPAL SCHOOL's benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA.

When does ST. ANDREWS EPISCOPAL SCHOOL's group plan renew?

The most recent Schedule A policy period for ST. ANDREWS EPISCOPAL SCHOOL ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from ST. ANDREWS EPISCOPAL SCHOOL's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.