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Form 5500 · Employee benefit plan · EASTON, PA

BAKERLY, LLC

BAKERLY, LLC of EASTON, PA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is JAMES R NELLIGAN & ASSOCIATES LLC. Coverage is written through HARTFORD LIFE AND ACCIDENT and 2 other carriers. The plan's most recent policy period ended in July.

Benefits broker of record
Plan renews
July

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 35-2529847 · plan 501 · as of Jul 2026

Participants
416
Carriers on file
3
Disclosed commissions
$33,048
Renewal month
July

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
HARTFORD LIFE AND ACCIDENTLife, Disability296July$14,899
SUN LIFE ASSURANCE COMPANY OF CANADADental217July$13,920
STANDARD INSURANCE COMPANYVision202July$4,229

Questions

Who is BAKERLY, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, BAKERLY, LLC's broker of record is JAMES R NELLIGAN & ASSOCIATES LLC.

What insurance carrier does BAKERLY, LLC use?

BAKERLY, LLC's benefit plan is written through HARTFORD LIFE AND ACCIDENT, among 3 disclosed carriers.

When does BAKERLY, LLC's group plan renew?

The most recent Schedule A policy period for BAKERLY, LLC ended in July. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from BAKERLY, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.