Form 5500 · Employee benefit plan · NEWTOWN SQUARE, PA
AMERIHEALTH CARITAS SERVICES, LLC
AMERIHEALTH CARITAS SERVICES, LLC of NEWTOWN SQUARE, PA is a 9,600-participant finance and insurance employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is CAPITAL MANAGEMENT ENTERPRISES INC. Coverage is written through UNUM LIFE INSURANCE COMPANY OF AMERICA and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 45-5415725 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 6 insured contracts covering life and disability; the largest, with UNUM LIFE INSURANCE COMPANY OF AMERICA, covers 9,839 people.
Reported premium across the insured contracts is $10,976,956, with $1,081,324 in disclosed broker commissions — about 9.9% 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.
CAPITAL MANAGEMENT ENTERPRISES INC is the broker of record on 4 of the 6 contracts; the rest name a different broker or none.
3 carriers appear on the filing — UNUM LIFE INSURANCE COMPANY OF AMERICA, FIRST UNUM LIFE INSURANCE COMPANY and NATIONAL UNION FIRE INS. CO. OF PITTSBURGH (AIG) — with UNUM LIFE INSURANCE COMPANY OF AMERICA writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Disability | 9,839 | December | $6,632,539 | $639,917 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life | 9,909 | December | $3,628,409 | $433,712 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 550 | December | $687,917 | $6,890 |
| NATIONAL UNION FIRE INS. CO. OF PITTSBURGH (AIG) | — | 9,803 | December | $5,365 | $805 |
| FIRST UNUM LIFE INSURANCE COMPANY | — | 55 | December | $21,738 | $0 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 1 | December | $988 | $0 |
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