Form 5500 · Employee benefit plan · PHILADELPHIA, PA
ALTERRA PROPERTY GROUP, LLC
The filing calls this plan ALTERRA PROPERTY GROUP, LLC GROUP INSURANCE PLAN.
ALTERRA PROPERTY GROUP, LLC of PHILADELPHIA, PA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is SAFEGARD GROUP INC. Coverage is written through PRINCIPAL LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 46-1485037 · plan 502 · plan year 2025, filed Jun 10, 2026
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How this plan is funded
Funding not settled by the filing
The filing does not report enough to settle how this plan pays for benefits.
Benefits declared on this filing
Also declared: other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 3 insured contracts covering health, dental, vision, life and disability; the largest, with PRINCIPAL LIFE INSURANCE COMPANY, covers 205 people.
Reported premium across the insured contracts is $165,427, with $21,784 in disclosed broker commissions — about 13% 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.
SAFEGARD GROUP INC is the broker of record on 1 of the 3 contracts; the rest name a different broker or none.
3 carriers appear on the filing, including PRINCIPAL LIFE INSURANCE COMPANY, COLONIAL LIFE & ACCIDENT INSURANCE COMPANY and TELADOC HEALTH, INC.. PRINCIPAL LIFE INSURANCE COMPANY writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Health, Dental, Vision, Life, Disability | 205 | Jan 1, 2026 | $135,961 | $13,583 |
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | — | 31 | Jan 1, 2026 | $29,466 | $8,201 |
| TELADOC HEALTH, INC. | — | 0 | Jan 1, 2026 | — | $0 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Other plans filed by this employer
How this plan compares
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