Form 5500 · Employee benefit plan · ERIE, PA
CUSTOM ENGINEERING CO.
CUSTOM ENGINEERING CO.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is LILLIS MCKIBBEN BONGIOVANNI AND CO.. Coverage is written through UPMC HEALTH OPTIONS and 12 other carriers. The plan's most recent policy period ended in November.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 25-1008495 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UPMC HEALTH OPTIONS | Health | 64 | November | $9,146 |
| UPMC HEALTH OPTIONS | Health | 56 | November | $7,056 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Dental | 108 | March | $2,621 |
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 35 | November | $2,067 |
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 93 | November | $1,483 |
| UPMC HEALTH OPTIONS | Health | 7 | November | $1,267 |
| UPMC HEALTH OPTIONS | Health | 8 | November | $1,187 |
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 32 | November | $1,056 |
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 113 | November | $922 |
| VISION BENEFITS OF AMERICA | Vision | 92 | December | $867 |
| UPMC HEALTH OPTIONS | Health | 7 | November | $829 |
| UPMC HEALTH OPTIONS | Health | 4 | November | $503 |
| UPMC HEALTH OPTIONS | Health | 1 | November | $90 |
Questions
Who is CUSTOM ENGINEERING CO.'s benefits broker?
Per its most recent Form 5500 Schedule A, CUSTOM ENGINEERING CO.'s broker of record is LILLIS MCKIBBEN BONGIOVANNI AND CO..
What insurance carrier does CUSTOM ENGINEERING CO. use?
CUSTOM ENGINEERING CO.'s benefit plan is written through UPMC HEALTH OPTIONS, among 13 disclosed carriers.
When does CUSTOM ENGINEERING CO.'s group plan renew?
The most recent Schedule A policy period for CUSTOM ENGINEERING CO. ended in November. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from CUSTOM ENGINEERING CO.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.