Form 5500 · Employee benefit plan · PHOENIX, AZ
THE AUSTIN CENTERS FOR EXCEPTIONAL STUDENTS, INC.
The filing calls this plan THE AUSTIN CENTERS EMPLOYEE BENEFIT PLAN.
THE AUSTIN CENTERS FOR EXCEPTIONAL STUDENTS, INC. of PHOENIX, AZ insures health, dental, vision, life and disability coverage for its employees, per Schedule A of its Form 5500. Its broker of record is MARSH & MCLENNAN AGENCY LLC. Coverage is written through BLUE CROSS BLUE SHIELD OF ARIZONA and 3 other carriers. The plan's most recent policy period ended in March.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 86-0793737 · plan 501 · plan year 2025, filed Sep 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, 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 5 insured contracts covering health, dental, vision, life and disability; the largest, with BLUE CROSS BLUE SHIELD OF ARIZONA, covers 389 people.
Reported premium across the insured contracts is $1,876,190, with $110,343 in disclosed broker commissions — about 5.9% of premium.
The most recent policy period ended in March, and the plan year ends March 31. Group contracts typically renew on that annual cycle.
MARSH & MCLENNAN AGENCY LLC is the broker of record on 3 of the 5 contracts; the rest name a different broker or none.
4 carriers appear on the filing, including BLUE CROSS BLUE SHIELD OF ARIZONA, COLONIAL LIFE & ACCIDENT INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY and AETNA LIFE INSURANCE COMPANY. BLUE CROSS BLUE SHIELD OF ARIZONA writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF ARIZONA | Health, Dental | 389 | Apr 1, 2025 | $1,769,823 | $96,089 |
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | Life, Disability | 67 | Apr 1, 2025 | $53,199 | $8,048 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 556 | Apr 1, 2025 | $27,715 | $3,386 |
| AETNA LIFE INSURANCE COMPANY | Vision | 328 | Apr 1, 2025 | $20,547 | $2,171 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 556 | Apr 1, 2025 | $4,906 | $649 |
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.
Reported to OSHA
Reported to OSHA for 2025: 463 employees, 22 recordable cases, 22 days away from work.
Source: OSHA Injury Tracking Application establishment data, 2025.
One establishment filed under this EIN is left out of these figures: the hours and employees it reported could not both be right.
Other plans filed by this employer
How this plan compares
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