Form 5500 · Employee benefit plan · WASHINGTON, DC
UNITED PLANNING ORGANIZATION
Public Form 5500 records show how UNITED PLANNING ORGANIZATION (WASHINGTON, DC) structures its employee benefits. Its broker of record is GALLAGHER BENEFIT SERVICES. Coverage is written through KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC. and 5 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 52-0788987 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC. | Health | 223 | December | $68,228 |
| PRUDENTIAL INSURANCE COMPANY OF AMERICA | Life, Disability | 395 | December | $27,561 |
| AFLAC | — | 110 | December | $23,056 |
| METROPOLITAN LIFE INSURANCE COMPANY | Dental | 352 | December | $6,273 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 10 | December | $2,299 |
| VISION SERVICE PLAN | Vision | 143 | December | $2,201 |
Questions
Who is UNITED PLANNING ORGANIZATION's benefits broker?
Per its most recent Form 5500 Schedule A, UNITED PLANNING ORGANIZATION's broker of record is GALLAGHER BENEFIT SERVICES.
What insurance carrier does UNITED PLANNING ORGANIZATION use?
UNITED PLANNING ORGANIZATION's benefit plan is written through KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC., among 6 disclosed carriers.
When does UNITED PLANNING ORGANIZATION's group plan renew?
The most recent Schedule A policy period for UNITED PLANNING ORGANIZATION ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from UNITED PLANNING ORGANIZATION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.