# TRIAD / TRIANGLE MATH AND SCIENCE ACADEMY HEALTH AND WELFARE PLAN

Health and welfare plan sponsored by **TRIAD MATH AND SCIENCE ACADEMY**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | TRIAD MATH AND SCIENCE ACADEMY |
| EIN | 208471670 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | APEX, NC |
| Industry | Educational Services |
| Funding | mixed |
| Total premiums | $688K |
| Participants | 547 |
| Persons covered | 726 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| DELTA DENTAL OF NORTH CAROLINA | Dental |
| EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | Life, STD, LTD, Other |
| STANDARD INSURANCE COMPANY | Other |
| FIDELITY SECURITY LIFE INSURANCE COMPANY | Vision |

## Brokers

| Broker | Placed with |
|---|---|
| THE BENEFIT COMPANY INC | DELTA DENTAL OF NORTH CAROLINA |
| MCGRIFF INSURANCE SERVICES INC | DELTA DENTAL OF NORTH CAROLINA |
| MCGRIFF INSURANCE SERVICES INC | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA |
| MARSH & MCLENNAN AGENCY LLC | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA |
| THE BENEFIT COMPANY INC | STANDARD INSURANCE COMPANY |
| MCGRIFF INSURANCE SERVICES INC | STANDARD INSURANCE COMPANY |
| MARSH & MCLENNAN AGENCY LLC | STANDARD INSURANCE COMPANY |
| MCGRIFF INSURANCE SERVICES INC | FIDELITY SECURITY LIFE INSURANCE COMPANY |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/208471670-501
- Cite as: PlanOptica, https://planoptica.com/welfare/208471670-501
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