Form 5500 · Employee benefit plan · PHILADELPHIA, PA
ALTERRA PROPERTY GROUP, LLC
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 · as of Aug 2026
Plan brief
Schedule A lists 3 insured contracts covering 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 — PRINCIPAL LIFE INSURANCE COMPANY, COLONIAL LIFE & ACCIDENT INSURANCE COMPANY and TELADOC — with PRINCIPAL LIFE INSURANCE COMPANY writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Dental, Vision, Life, Disability | 205 | December | $135,961 | $13,583 |
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | — | 31 | December | $29,466 | $8,201 |
| TELADOC | — | 0 | December | — | $0 |
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