Form 5500 · Employee benefit plan · CHANDLER, AZ
VERTEX EDUCATION, LLC
Public Form 5500 records show how VERTEX EDUCATION, LLC of CHANDLER, AZ, a education employer, structures its employee benefits. Its broker of record is MARSH AND MCLENNAN AGENCY. Coverage is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY and 5 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 45-5589598 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 7 insured contracts covering health, dental, vision, life and disability; the largest, with CIGNA HEALTH AND LIFE INSURANCE COMPANY, covers 423 people.
Reported premium across the insured contracts is $1,101,377, with $195,550 in disclosed broker commissions — about 18% 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.
MARSH AND MCLENNAN AGENCY is the broker of record on 3 of the 7 contracts; the rest name a different broker or none.
6 carriers appear on the filing — CIGNA HEALTH AND LIFE INSURANCE COMPANY, LINCOLN NATIONAL LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN INC and VISION SERVICE PLAN among them — with CIGNA HEALTH AND LIFE INSURANCE COMPANY writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health, Dental | 423 | December | $628,646 | $154,555 |
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life, Disability | 363 | December | $189,175 | $25,917 |
| KAISER FOUNDATION HEALTH PLAN INC | Health | 14 | December | $119,461 | $5,973 |
| KAISER FOUNDATION HEALTH PLAN INC | Health | 13 | December | $112,293 | $5,615 |
| VISION SERVICE PLAN | Vision | 302 | December | $32,321 | $3,230 |
| PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | — | 55 | December | $13,025 | $260 |
| CURALINC, LLC, DBA CURALINC HEALTHCARE | — | 392 | December | $6,456 | $0 |
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