Form 5500 · Employee benefit plan · FLEETWOOD, PA
CONCERN - PROFESSIONAL SERVICES FOR CHILDREN, YOUTH AND FAMILIES
CONCERN - PROFESSIONAL SERVICES FOR CHILDREN, YOUTH AND FAMILIES of FLEETWOOD, PA insures dental, vision, life and disability coverage for its employees, per Schedule A of its Form 5500. Its broker of record is JOE FERNANDEZ. Coverage is written through TRUSTMARK INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 23-2052170 · plan 502 · as of Aug 2026
Plan brief
Schedule A lists 3 insured contracts covering dental, vision, life and disability; the largest, with TRUSTMARK INSURANCE COMPANY, covers 50 people.
Reported premium across the insured contracts is $446,141, with $56,332 in disclosed broker commissions — about 13% of premium.
The most recent policy period ended in June, and the plan year ends June 30. Group contracts typically renew on that annual cycle.
JOE FERNANDEZ 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 — TRUSTMARK INSURANCE COMPANY, UNITED OF OMAHA LIFE INSURANCE COMPANY and HIGHMARK, INC. — with TRUSTMARK INSURANCE COMPANY writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| TRUSTMARK INSURANCE COMPANY | Life | 50 | June | $197,928 | $26,253 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life, Disability | 177 | June | $147,664 | $22,149 |
| HIGHMARK, INC. | Dental, Vision | 333 | June | $100,549 | $7,930 |
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