Form 5500 · Employee benefit plan · MECHANICSBURG, PA
APPALACHIA TECHNOLOGIES, LLC
The filing calls this plan APPALACHIA TECHNOLOGIES, LLC EMPLOYEE BENEFIT PLAN.
APPALACHIA TECHNOLOGIES, LLC of MECHANICSBURG, PA is a small professional services employer whose insured group plan is on public record in its Form 5500 filing. Its broker of record is BROWN & BROWN OF PENNSYLVANIA, LP. Coverage is written through CAPITAL ADVANTAGE ASSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 30-0277647 · plan 501 · plan year 2025, filed Aug 12, 2026
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How this plan is funded
Self-funded as reported
The plan's financial statement reports paying insurance carriers far less than the premium on its insurance contracts, so most benefits were paid from plan money.
A stop-loss policy appears on a Form 5500 only when the plan itself is the beneficiary, or the premiums are paid from plan money. Many employers buy stop-loss and never report it here. So a plan with no stop-loss on its filing may still have it.
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 CAPITAL ADVANTAGE ASSURANCE COMPANY, covers 62 people.
Reported premium across the insured contracts is $529,295, with $18,075 in disclosed broker commissions — about 3.4% 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.
BROWN & BROWN OF PENNSYLVANIA, LP 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 CAPITAL ADVANTAGE ASSURANCE COMPANY, SUN LIFE ASSURANCE COMPANY OF CANADA and NATIONAL VISION ADMINISTRATORS, LLC. CAPITAL ADVANTAGE ASSURANCE COMPANY writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| CAPITAL ADVANTAGE ASSURANCE COMPANY | Health | 62 | Jan 1, 2026 | $473,368 | $11,940 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Dental, Life, Disability | 39 | Jan 1, 2026 | $52,316 | $5,774 |
| NATIONAL VISION ADMINISTRATORS, LLC | Vision | 68 | Jan 1, 2026 | $3,611 | $361 |
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.
Money the plan held and paid out
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule I
These are the plan's own figures from Schedule H, the financial statement it files. They are not the premium on Schedule A.
Other plans filed by this employer
How this plan compares
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