Form 5500 · Employee benefit plan · PHOENIX, AZ
TWS ACQUISITION CORPORATION STRATATECH EDUCATION GROUP
The filing calls this plan TWS ACQUISITION CORPORATION HEALTH AND WELFARE PLAN.
Public Form 5500 records show how TWS ACQUISITION CORPORATION STRATATECH EDUCATION GROUP of PHOENIX, AZ, a education employer, structures its employee benefits. Its broker of record is MJ INSURANCE. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in November.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 26-2474568 · plan 512 · plan year 2025, filed Apr 24, 2026
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26 other employer plans in Arizona have policy years ending in November. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Fully insured as reported
The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
Benefits declared on this filing
Also declared: death benefits, other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 2 insured contracts covering health, dental, vision, life and disability; the largest, with UNITEDHEALTHCARE INSURANCE COMPANY, covers 1,562 people.
Reported premium across the insured contracts is $6,199,899, with $102,766 in disclosed broker commissions — about 1.7% of premium.
The most recent policy period ended in November, and the plan year ends November 30. Group contracts typically renew on that annual cycle.
MJ INSURANCE is the broker of record on all 2 contracts.
Two carriers split the book: UNITEDHEALTHCARE INSURANCE COMPANY and UNITED OF OMAHA LIFE INSURANCE COMPANY.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life, Disability | 487 | Dec 1, 2025 | $444,512 | $67,195 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health, Dental, Vision | 1,562 | Dec 1, 2025 | $5,755,387 | $35,571 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Other plans filed by this employer
How this plan compares
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Renewal calendar
26 other employer plans in Arizona are December 1 renewals (policy year ends November).
Their policy years end in November, like this plan’s, so most renew December 1. The calendar lists every insured group by renewal date and state, with broker of record, carrier and disclosed commission. You can preview the five largest in each month for free.
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