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Form 5500 · Employee benefit plan · MALVERN, PA

BECKET & LEE

Public Form 5500 records show how BECKET & LEE (MALVERN, PA) structures its employee benefits. Its broker of record is GREYSTONE BENEFITS. Coverage is written through PRINCIPAL LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in April.

Benefits broker of record
Plan renews
April

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 23-2590912 · plan 501 · as of Jul 2026

Participants
118
Carriers on file
2
Disclosed commissions
$32,095
Renewal month
April

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
PRINCIPAL LIFE INSURANCE COMPANYDental, Life, Disability151April$31,022
CIGNA HEALTH AND LIFE INSURANCE COMPANYHealth, Vision121April$1,073

Questions

Who is BECKET & LEE's benefits broker?

Per its most recent Form 5500 Schedule A, BECKET & LEE's broker of record is GREYSTONE BENEFITS.

What insurance carrier does BECKET & LEE use?

BECKET & LEE's benefit plan is written through PRINCIPAL LIFE INSURANCE COMPANY, among 2 disclosed carriers.

When does BECKET & LEE's group plan renew?

The most recent Schedule A policy period for BECKET & LEE ended in April. Group plans typically renew on the same annual cycle.

Where does this data come from?

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