Form 5500 · Employee benefit plan · WHITESTONE, NY
THE LOWELL SCHOOL
THE LOWELL SCHOOL's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is TRANSITION FINANCE STRATEGIES, LLC. Coverage is written through JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 11-3120337 · plan 002 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK | — | 77 | June | $0 |
Questions
Who is THE LOWELL SCHOOL's benefits broker?
Per its most recent Form 5500 Schedule A, THE LOWELL SCHOOL's broker of record is TRANSITION FINANCE STRATEGIES, LLC.
What insurance carrier does THE LOWELL SCHOOL use?
THE LOWELL SCHOOL's benefit plan is written through JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK.
When does THE LOWELL SCHOOL's group plan renew?
The most recent Schedule A policy period for THE LOWELL SCHOOL ended in June. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from THE LOWELL SCHOOL's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.