Form 5500 · Employee benefit plan · SOUDERTON, PA
BEARINGS & DRIVES UNLIMITED, INC.
BEARINGS & DRIVES UNLIMITED, INC. of SOUDERTON, PA spreads its employee benefits across 3 insurance carriers, according to its Form 5500 Schedule A. Its broker of record is ROTH VOLUNTARY BENEFIT SERVICES INC. Coverage is written through METROPOLITAN LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in February.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 23-2068531 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 3 insured contracts covering dental, vision and life; the largest, with METROPOLITAN LIFE INSURANCE COMPANY, covers 499 people.
Reported premium across the insured contracts is $254,269, with $27,573 in disclosed broker commissions — about 11% of premium.
The most recent policy period ended in February, and the plan year ends February 28. Group contracts typically renew on that annual cycle.
ROTH VOLUNTARY BENEFIT SERVICES 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 — METROPOLITAN LIFE INSURANCE COMPANY, COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY and VISION SERVICE PLAN — with METROPOLITAN LIFE INSURANCE COMPANY writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | Life | 82 | February | $105,119 | $21,011 |
| METROPOLITAN LIFE INSURANCE COMPANY | Dental | 499 | February | $130,756 | $6,486 |
| VISION SERVICE PLAN | Vision | 156 | February | $18,394 | $76 |
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