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Form 5500 · Employee benefit plan · BROOKLANDVILLE, MD

THE ST. PAUL'S SCHOOLS 403(B) RETIREMENT PLAN

Public Form 5500 records show how THE ST. PAUL'S SCHOOLS 403(B) RETIREMENT PLAN (BROOKLANDVILLE, MD) structures its employee benefits. Its broker of record is LINCOLN FINANCIAL ADVISORS. Coverage is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 82-4860014 · plan 001 · as of Jul 2026

Participants
809
Carriers on file
3
Disclosed commissions
$9,629
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY14December$9,583
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY1December$46
TIAA-CREF423December$0

Questions

Who is THE ST. PAUL'S SCHOOLS 403(B) RETIREMENT PLAN's benefits broker?

Per its most recent Form 5500 Schedule A, THE ST. PAUL'S SCHOOLS 403(B) RETIREMENT PLAN's broker of record is LINCOLN FINANCIAL ADVISORS.

What insurance carrier does THE ST. PAUL'S SCHOOLS 403(B) RETIREMENT PLAN use?

THE ST. PAUL'S SCHOOLS 403(B) RETIREMENT PLAN's benefit plan is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, among 3 disclosed carriers.

When does THE ST. PAUL'S SCHOOLS 403(B) RETIREMENT PLAN's group plan renew?

The most recent Schedule A policy period for THE ST. PAUL'S SCHOOLS 403(B) RETIREMENT PLAN ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from THE ST. PAUL'S SCHOOLS 403(B) RETIREMENT PLAN's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.