Form 5500 · Employee benefit plan · FORT WORTH, TX
TRINITY VALLEY SCHOOL
Public Form 5500 records show how TRINITY VALLEY SCHOOL (FORT WORTH, TX) structures its employee benefits. Its broker of record is USI INSURANCE SERVICES SOUTHWEST. Coverage is written through BLUECROSS BLUESHIELD OF TEXAS and 2 other carriers. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 75-1099126 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| BLUECROSS BLUESHIELD OF TEXAS | Health, Dental | 346 | June | $78,823 |
| EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 177 | June | $8,190 |
| DEARBORN LIFE INSURANCE COMPANY | Vision | 107 | June | $1,979 |
Questions
Who is TRINITY VALLEY SCHOOL's benefits broker?
Per its most recent Form 5500 Schedule A, TRINITY VALLEY SCHOOL's broker of record is USI INSURANCE SERVICES SOUTHWEST.
What insurance carrier does TRINITY VALLEY SCHOOL use?
TRINITY VALLEY SCHOOL's benefit plan is written through BLUECROSS BLUESHIELD OF TEXAS, among 3 disclosed carriers.
When does TRINITY VALLEY SCHOOL's group plan renew?
The most recent Schedule A policy period for TRINITY VALLEY SCHOOL ended in June. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from TRINITY VALLEY SCHOOL's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.