form5500lookup

Form 5500 · Employee benefit plan · REDMOND, WA

THE OVERLAKE SCHOOL

THE OVERLAKE SCHOOL of REDMOND, WA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is PROPEL INSURANCE AGENCY, LLC. Coverage is written through KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC. and 4 other carriers. The plan's most recent policy period ended in June.

Benefits broker of record
Plan renews
June

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 91-0814431 · plan 501 · as of Jul 2026

Participants
140
Carriers on file
5
Disclosed commissions
$78,120
Renewal month
June

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC.Health163June$46,707
SUN LIFE ASSURANCE COMPANY OF CANADALife, Disability125June$13,823
KAISER FOUNDATION HEALTH PLAN OF WASHINGTONHealth33June$9,095
DELTA DENTAL OF WASHINGTONDental212June$7,453
VISION SERVICE PLANVision118June$1,042

Questions

Who is THE OVERLAKE SCHOOL's benefits broker?

Per its most recent Form 5500 Schedule A, THE OVERLAKE SCHOOL's broker of record is PROPEL INSURANCE AGENCY, LLC.

What insurance carrier does THE OVERLAKE SCHOOL use?

THE OVERLAKE SCHOOL's benefit plan is written through KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC., among 5 disclosed carriers.

When does THE OVERLAKE SCHOOL's group plan renew?

The most recent Schedule A policy period for THE OVERLAKE 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 OVERLAKE SCHOOL's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.