Form 5500 · Employee benefit plan · PHILADELPHIA, PA
WILLIAM PENN CHARTER SCHOOL
WILLIAM PENN CHARTER SCHOOL's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is CONNER STRONG & BUCKELEW. Coverage is written through UNUM LIFE INSURANCE COMPANY OF AMERICA and 4 other carriers. The plan's most recent policy period ended in October.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 23-0953760 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 235 | October | $15,209 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life | 62 | October | $3,934 |
| UNUM INSURANCE COMPANY | Health | 20 | October | $721 |
| UNUM INSURANCE COMPANY | Health | 12 | October | $354 |
| UNUM INSURANCE COMPANY | Health | 14 | October | $291 |
Questions
Who is WILLIAM PENN CHARTER SCHOOL's benefits broker?
Per its most recent Form 5500 Schedule A, WILLIAM PENN CHARTER SCHOOL's broker of record is CONNER STRONG & BUCKELEW.
What insurance carrier does WILLIAM PENN CHARTER SCHOOL use?
WILLIAM PENN CHARTER SCHOOL's benefit plan is written through UNUM LIFE INSURANCE COMPANY OF AMERICA, among 5 disclosed carriers.
When does WILLIAM PENN CHARTER SCHOOL's group plan renew?
The most recent Schedule A policy period for WILLIAM PENN CHARTER SCHOOL ended in October. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from WILLIAM PENN CHARTER SCHOOL's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.