Form 5500 · Employee benefit plan · TACOMA, WA
THE UNIVERSITY OF PUGET SOUND
THE UNIVERSITY OF PUGET SOUND of TACOMA, WA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is SYNERGY ENROLLMENT & BENEFITS LLC. Coverage is written through LINCOLN NATIONAL LIFE INSURANCE COMPANY and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 91-0564961 · plan 507 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 607 | December | $9,262 |
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 175 | December | $3,876 |
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 117 | December | $2,201 |
| VISION SERVICE PLAN | Vision | 567 | December | $219 |
| CANOPY | — | 623 | December | $0 |
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 & BENEFITS LLC.
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, among 5 disclosed carriers.
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.