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Form 5500 · Employee benefit plan · BRADFORD, PA

BRADFORD FOREST LLC

Public Form 5500 records show how BRADFORD FOREST LLC (BRADFORD, PA) structures its employee benefits. Its broker of record is LISA A DONNELLY. Coverage is written through GUARDIAN LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in September.

Benefits broker of record
Plan renews
September

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 86-2557442 · plan 501 · as of Jul 2026

Participants
126
Carriers on file
2
Disclosed commissions
$12,271
Renewal month
September

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
GUARDIAN LIFE INSURANCE COMPANYDental, Vision, Life, Disability124September$12,271
QBE INSURANCEStop-loss1,174September$0

Questions

Who is BRADFORD FOREST LLC's benefits broker?

Per its most recent Form 5500 Schedule A, BRADFORD FOREST LLC's broker of record is LISA A DONNELLY.

What insurance carrier does BRADFORD FOREST LLC use?

BRADFORD FOREST LLC's benefit plan is written through GUARDIAN LIFE INSURANCE COMPANY, among 2 disclosed carriers.

When does BRADFORD FOREST LLC's group plan renew?

The most recent Schedule A policy period for BRADFORD FOREST LLC ended in September. Group plans typically renew on the same annual cycle.

Where does this data come from?

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