Form 5500 · Employee benefit plan · MONTPELIER STATION, VA
THE MONTPELIER FOUNDATION
THE MONTPELIER FOUNDATION of MONTPELIER STATION, VA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is LPL FINANCIAL CORPORATION. Coverage is written through AMERICAN UNITED LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 31-1620682 · plan 003 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE COMPANY | — | 170 | December | $13,819 |
| TIAA-CREF | — | 50 | December | $0 |
| TIAA-CREF | — | 20 | December | $0 |
Questions
Who is THE MONTPELIER FOUNDATION's benefits broker?
Per its most recent Form 5500 Schedule A, THE MONTPELIER FOUNDATION's broker of record is LPL FINANCIAL CORPORATION.
What insurance carrier does THE MONTPELIER FOUNDATION use?
THE MONTPELIER FOUNDATION's benefit plan is written through AMERICAN UNITED LIFE INSURANCE COMPANY, among 3 disclosed carriers.
When does THE MONTPELIER FOUNDATION's group plan renew?
The most recent Schedule A policy period for THE MONTPELIER FOUNDATION ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from THE MONTPELIER FOUNDATION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.