Form 5500 · Employee benefit plan · BIRMINGHAM, AL
UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION, P.C.
The filing calls this plan UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION, P.C. GROUP LIFE PLAN.
UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION, P.C. of BIRMINGHAM, AL is a 4,326-participant health care and social assistance employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is MARSH & MCLENNAN AGENCY, LLC. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 63-0649108 · plan 504 · plan year 2025, filed Jul 13, 2026
Get an email when this employer files a new Form 5500, and again about four months before its plan renews.
589 other employer plans in Alabama have policy years ending in December. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Funding not settled by the filing
The filing does not report enough to settle how this plan pays for benefits.
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
The filing discloses a single insured line, life, through SUN LIFE ASSURANCE COMPANY OF CANADA, covering 4,393 people.
Reported premium across the insured contracts is $2,290,001, with $156,327 in disclosed broker commissions — about 6.8% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life | 4,393 | Jan 1, 2026 | $2,290,001 | $156,327 |
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.
Reported to OSHA
Reported to OSHA for 2025: 5,637 employees, 24 recordable cases, 32 days away from work.
Source: OSHA Injury Tracking Application establishment data, 2025.
Other plans filed by this employer
How this plan compares
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Renewal calendar
589 other employer plans in Alabama are January 1 renewals (policy year ends December).
Their policy years end in December, like this plan’s, so most renew January 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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