Form 5500 · Employee benefit plan · PORTLAND, ME
WOODARD AND CURRAN, INC.
WOODARD AND CURRAN, INC. of PORTLAND, ME insures health, vision, life and disability coverage for its employees, per Schedule A of its Form 5500. Its broker of record is JENNIFER A. BORISLOW INS AGENCY INC. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 5 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 01-0363222 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 6 insured contracts covering health, vision, life and disability; the largest, with SUN LIFE ASSURANCE COMPANY OF CANADA, covers 1,264 people.
Reported premium across the insured contracts is $2,436,946, with $201,450 in disclosed broker commissions — about 8.3% 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.
JENNIFER A. BORISLOW INS AGENCY INC is the broker of record on 4 of the 6 contracts; the rest name a different broker or none.
6 carriers appear on the filing — SUN LIFE ASSURANCE COMPANY OF CANADA, KAISER FOUNDATION HEALTH PLAN, INC., UPMC HEALTH OPTIONS and VISION SERVICE PLAN among them — with SUN LIFE ASSURANCE COMPANY OF CANADA writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 1,264 | December | $1,169,751 | $145,439 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 106 | December | $774,182 | $35,470 |
| UPMC HEALTH OPTIONS | Health | 55 | December | $343,568 | $13,307 |
| VISION SERVICE PLAN | Vision | 1,065 | December | $121,702 | $3,967 |
| METROPOLITAN GENERAL INSURANCE COMPANY | — | 92 | December | $24,743 | $2,817 |
| DELAWARE AMERICAN LIFE INSURANCE COMPANY | Health | 1,264 | November | $3,000 | $450 |
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