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Form 5500 · Employee benefit plan · SOUDERTON, PA

BEARINGS & DRIVES UNLIMITED, INC.

Public Form 5500 records show how BEARINGS & DRIVES UNLIMITED, INC. (SOUDERTON, PA) structures its employee benefits. Its broker of record is ROTH VOLUNTARY BENEFIT SERVICES INC. Coverage is written through COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in February.

Benefits broker of record
Plan renews
February

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 23-2068531 · plan 501 · as of Jul 2026

Participants
184
Carriers on file
3
Disclosed commissions
$27,573
Renewal month
February

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
COLONIAL LIFE AND ACCIDENT INSURANCE COMPANYLife82February$21,011
METROPOLITAN LIFE INSURANCE COMPANYDental499February$6,486
VISION SERVICE PLANVision156February$76

Questions

Who is BEARINGS & DRIVES UNLIMITED, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, BEARINGS & DRIVES UNLIMITED, INC.'s broker of record is ROTH VOLUNTARY BENEFIT SERVICES INC.

What insurance carrier does BEARINGS & DRIVES UNLIMITED, INC. use?

BEARINGS & DRIVES UNLIMITED, INC.'s benefit plan is written through COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY, among 3 disclosed carriers.

When does BEARINGS & DRIVES UNLIMITED, INC.'s group plan renew?

The most recent Schedule A policy period for BEARINGS & DRIVES UNLIMITED, INC. ended in February. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from BEARINGS & DRIVES UNLIMITED, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.