Form 5500 · Employee benefit plan · WASHINGTON, DC
THE EDUCATION TRUST
THE EDUCATION TRUST's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is CBIZ BENEFITS & INSURANCE SERVICES. Coverage is written through PRUDENTIAL INSURANCE COMPANY OF AMERICA and 5 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 52-1982223 · plan 505 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| PRUDENTIAL INSURANCE COMPANY OF AMERICA | Life, Disability | 131 | December | $10,661 |
| UNITED CONCORDIA INSURANCE COMPANY | Dental | 137 | December | $2,601 |
| FIDELITY SECURITY LIFE INSURANCE COMPANY | Vision | 133 | December | $1,222 |
| LEGAL RESOURCES | — | 39 | December | $564 |
| CAREFIRST BLUE CHOICE, INC. | Health | 131 | December | $0 |
| HEALTH ADVOCATE SOLUTIONS, INC. | — | 139 | December | $0 |
Questions
Who is THE EDUCATION TRUST's benefits broker?
Per its most recent Form 5500 Schedule A, THE EDUCATION TRUST's broker of record is CBIZ BENEFITS & INSURANCE SERVICES.
What insurance carrier does THE EDUCATION TRUST use?
THE EDUCATION TRUST's benefit plan is written through PRUDENTIAL INSURANCE COMPANY OF AMERICA, among 6 disclosed carriers.
When does THE EDUCATION TRUST's group plan renew?
The most recent Schedule A policy period for THE EDUCATION TRUST ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from THE EDUCATION TRUST's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.