# THE OVERLAKE SCHOOL EMPLOYEE BENEFIT PLAN

Health and welfare plan sponsored by **THE OVERLAKE SCHOOL**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | THE OVERLAKE SCHOOL |
| EIN | 910814431 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | REDMOND, WA |
| Industry | primary/secondary education |
| Funding | fully insured |
| Total premiums | $1.9M |
| Participants | 125 |
| Persons covered | 212 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| KAISER PERMANENTE | Health, Rx, PPO, HMO |
| DELTA DENTAL OF WASHINGTON | Dental |
| SUN LIFE FINANCIAL | Life, STD, LTD, Other |
| VISION SERVICE PLAN (VSP) | Vision |

## Brokers

| Broker | Placed with |
|---|---|
| PROPEL INSURANCE AGENCY, LLC | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC. |
| PROPEL INSURANCE AGENCY, LLC | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON |
| PROPEL INSURANCE AGENCY, LLC | DELTA DENTAL OF WASHINGTON |
| PROPEL INSURANCE AGENCY, LLC | SUN LIFE ASSURANCE COMPANY OF CANADA |
| ALERA GROUP, INC. | SUN LIFE ASSURANCE COMPANY OF CANADA |
| WATCHTOWER TECHNOLOGIES INC | SUN LIFE ASSURANCE COMPANY OF CANADA |
| PROPEL INSURANCE AGENCY, LLC | VISION SERVICE PLAN |
| WATCHTOWER TECHNOLOGIES INC | VISION SERVICE PLAN |

## 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/910814431-501
- Cite as: PlanOptica, https://planoptica.com/welfare/910814431-501
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers