Form 5500 · Employee benefit plan · MILWAUKEE, WI
ST. AUGUSTINE PREPARATORY ACADEMY, INC.
The filing calls this plan ST. AUGUSTINE PREPARATORY ACADEMY, INC. WELFARE BENEFIT PLAN.
Public Form 5500 records show how ST. AUGUSTINE PREPARATORY ACADEMY, INC. of MILWAUKEE, WI, a education employer, structures its employee benefits. Its broker of record is MCCLONE AGENCY INC. Coverage is written through NETWORK HEALTH PLAN and 4 other carriers. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 47-1800734 · plan 501 · plan year 2025, filed Jan 19, 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.
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 8 insured contracts covering health, dental, vision, life and disability; the largest, with NETWORK HEALTH PLAN, covers 211 people.
Reported premium across the insured contracts is $1,930,996, with $86,998 in disclosed broker commissions — about 4.5% of premium.
The most recent policy period ended in June, and the plan year ends June 30. Group contracts typically renew on that annual cycle.
MCCLONE AGENCY INC is the broker of record on 7 of the 8 contracts; the rest name a different broker or none.
5 carriers appear on the filing, including NETWORK HEALTH PLAN, DELTA DENTAL OF WISCONSIN, UNITED OF OMAHA LIFE INSURANCE COMPANY and SUPERIOR VISION INSURANCE PLAN OF WISCONSIN INC.. NETWORK HEALTH PLAN writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| NETWORK HEALTH PLAN | Health | 211 | Jul 1, 2025 | $1,631,925 | $66,988 |
| DELTA DENTAL OF WISCONSIN | Dental | 215 | Jul 1, 2025 | $142,239 | $6,833 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Disability | 291 | Jul 1, 2025 | $83,878 | $4,847 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 126 | Jul 1, 2025 | $20,970 | $3,146 |
| SUPERIOR VISION INSURANCE PLAN OF WISCONSIN INC. | Vision | 412 | Jul 1, 2025 | $19,184 | $2,016 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Disability | 291 | Jul 1, 2025 | $13,276 | $1,991 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 291 | Jul 1, 2025 | $11,774 | $1,177 |
| CURALINC LLC | — | 295 | Jul 1, 2025 | $7,750 | $0 |
Premium and claims on this contract
DELTA DENTAL OF WISCONSIN, contract 06921. For the contract year on this filing, the carrier reported $142,239 in premium earned and $116,149 in claims incurred. Dividing one by the other gives 82%.
- DELTA DENTAL OF WISCONSIN, contract 06921 reported $24,177 in retention.
Retention is what the carrier kept of the premium after claims, as reported: administration, commissions and other charges.
Only experience-rated contracts report these figures, so most filings leave them blank.
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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