# SERRATO CORPORATION WELFARE BENEFIT PLAN

Health and welfare plan sponsored by **SERRATO CORPORATION, INC**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | SERRATO CORPORATION, INC |
| EIN | 542044204 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | TUCSON, AZ |
| Industry | education management |
| Funding | fully insured |
| Total premiums | $7.8M |
| Participants | 355 |
| Persons covered | 783 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| AETNA LIFE INSURANCE COMPANY | Health, Rx, Dental, Vision, Indemnity, Other |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Life, STD, LTD, Other |
| TRANSAMERICA LIFE INSURANCE COMPANY | Indemnity |

## Brokers

| Broker | Placed with |
|---|---|
| ASSUREDPARTNERS | AETNA LIFE INSURANCE COMPANY |
| AP BENEFIT ADVISORS, LLC | AETNA LIFE INSURANCE COMPANY |
| THE BOON INSURANCE AGENCY | AETNA LIFE INSURANCE COMPANY |
| DULEY BOLWAR & ASSOCIATES INC | RELIANCE STANDARD LIFE INSURANCE COMPANY |
| ASSUREDPARTNERS | RELIANCE STANDARD LIFE INSURANCE COMPANY |
| THE BOON INSURANCE AGENCY | TRANSAMERICA LIFE INSURANCE COMPANY |
| ASSUREDPARTNERS | TRANSAMERICA 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/542044204-501
- Cite as: PlanOptica, https://planoptica.com/welfare/542044204-501
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