Form 5500 · Employee benefit plan · PHOENIX, AZ
THE BEATITUDES CAMPUS
The filing calls this plan THE BEATITUDES CAMPUS PREMIUM CONVERSION FLEXIBLE BENEFITS PLAN.
THE BEATITUDES CAMPUS of PHOENIX, AZ files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through BLUE CROSS BLUE SHIELD OF ARIZONA and 3 other carriers. The plan's most recent policy period ended in September.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 86-0192846 · plan 501 · plan year 2025, filed Apr 23, 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: prepaid legal, 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.
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 132 people.
Reported premium across the insured contracts is $1,022,636, with $30,879 in disclosed broker commissions — about 3% of premium.
The most recent policy period ended in September, and the plan year ends September 30. Group contracts typically renew on that annual cycle.
LOCKTON COMPANIES, LLC is the broker of record on 2 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, EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA, METROPOLITAN LIFE INSURANCE COMPANY and PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD. 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 | 132 | Oct 1, 2025 | $898,982 | $22,051 |
| EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 102 | Oct 1, 2025 | $77,091 | $8,604 |
| PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | — | 12 | Oct 1, 2025 | $1,270 | $224 |
| BLUE CROSS BLUE SHIELD OF ARIZONA | Dental | 132 | Oct 1, 2025 | $35,871 | $0 |
| METROPOLITAN LIFE INSURANCE COMPANY | Vision | 126 | Oct 1, 2025 | $9,422 | $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.
Reported to OSHA
Reported to OSHA for 2025: 142 employees, 6 recordable cases, 0 days away from work.
Source: OSHA Injury Tracking Application establishment data, 2025.
Other plans filed by this employer
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