Form 5500 · Employee benefit plan · TACOMA, WA
THE UNIVERSITY OF PUGET SOUND
Public Form 5500 records show how THE UNIVERSITY OF PUGET SOUND (TACOMA, WA) structures its employee benefits. Its broker of record is SYNERGY ENROLLMENT. Coverage is written through LINCOLN NATIONAL LIFE INSURANCE COMPANY. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 91-0564961 · plan 504 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 512 | December | $4,429 |
Questions
Who is THE UNIVERSITY OF PUGET SOUND's benefits broker?
Per its most recent Form 5500 Schedule A, THE UNIVERSITY OF PUGET SOUND's broker of record is SYNERGY ENROLLMENT.
What insurance carrier does THE UNIVERSITY OF PUGET SOUND use?
THE UNIVERSITY OF PUGET SOUND's benefit plan is written through LINCOLN NATIONAL LIFE INSURANCE COMPANY.
When does THE UNIVERSITY OF PUGET SOUND's group plan renew?
The most recent Schedule A policy period for THE UNIVERSITY OF PUGET SOUND ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from THE UNIVERSITY OF PUGET SOUND's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.