Form 5500 · Employee benefit plan · CHARLOTTESVILLE, VA
THOMAS JEFFERSON FOUNDATION
THOMAS JEFFERSON FOUNDATION's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is JAMES A SCOTT & SON INC. Coverage is written through UNITED OF OMAHA LIFE INSURANCE COMPANY and 12 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 54-0505959 · plan 503 · as of Aug 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 33 | December | $12,096 | $2,419 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 51 | December | $9,163 | $1,833 |
| DELTA DENTAL OF VIRGINIA | Dental | 162 | December | $89,287 | $1,745 |
| PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | — | 25 | December | $4,390 | $388 |
| FIDELITY SECURITY LIFE INSURANCE COMPANY | Vision | 129 | December | $7,580 | $141 |
| SENTARA ADVANTAGE POS M/C | Health | 34 | December | $349,675 | $0 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Disability | 197 | December | $51,497 | $0 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 37 | December | $20,211 | $0 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 209 | December | $45,312 | $0 |
| SENTARA ADVANTAGE POS M/C | Health | 2 | December | $12,618 | $0 |
| SENTARA ADVANTAGE POS M/C | Health | 131 | December | $1,123,585 | $0 |
| SENTARA ADVANTAGE POC M/C | Health | 1 | December | $1,973 | $0 |
| SENTARA BEHAVIORAL HEALTH SERVICES INC | — | 212 | December | $3,738 | $0 |
Questions
Who is THOMAS JEFFERSON FOUNDATION's benefits broker?
Per its most recent Form 5500 Schedule A, THOMAS JEFFERSON FOUNDATION's broker of record is JAMES A SCOTT & SON INC.
What insurance carrier does THOMAS JEFFERSON FOUNDATION use?
THOMAS JEFFERSON FOUNDATION's benefit plan is written through UNITED OF OMAHA LIFE INSURANCE COMPANY, among 13 disclosed carriers.
When does THOMAS JEFFERSON FOUNDATION's group plan renew?
The most recent Schedule A policy period for THOMAS JEFFERSON FOUNDATION ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from THOMAS JEFFERSON FOUNDATION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.