Form 5500 · Employee benefit plan · PITTSBURGH, PA

DONNELLY-BOLAND & ASSOCIATES

DONNELLY-BOLAND & ASSOCIATES's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is DANIEL DESTEFANO. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 31 other carriers. The plan's most recent policy period ended in March.

Benefits broker of record

DANIEL DESTEFANO

Insurance carrier

SUN LIFE ASSURANCE COMPANY OF CANADA

Plan renews

March

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 25-1685793 · plan 504 · as of Jul 2026

Participants

388

Carriers on file

Disclosed commissions

$85,626

Renewal month

March

Schedule A insurance contracts

Carrier	Benefits	Covered	Renews	Commission
SUN LIFE ASSURANCE COMPANY OF CANADA	Life, Disability	415	March	$20,979
UPMC HEALTH OPTIONS	—	77	March	$8,492
UPMC HEALTH BENEFITS	Dental, Vision	269	March	$7,543
UPMC HEALTH OPTIONS	—	35	March	$4,990
UPMC HEALTH BENEFITS	Dental, Vision	193	March	$4,986
UPMC HEALTH OPTIONS	—	51	March	$4,891
UPMC HEALTH OPTIONS	—	43	March	$4,536
UPMC HEALTH BENEFITS	Dental, Vision	162	March	$4,106
UPMC HEALTH OPTIONS	—	34	March	$4,088
UPMC HEALTH OPTIONS	—	42	March	$3,678
UPMC HEALTH OPTIONS	—	25	March	$3,388
UPMC HEALTH OPTIONS	—	29	March	$2,464
UPMC HEALTH BENEFITS	Dental, Vision	108	March	$2,054
UPMC HEALTH OPTIONS	—	25	March	$1,789
UPMC HEALTH OPTIONS	—	35	March	$1,750
UPMC HEALTH OPTIONS	—	12	March	$1,275
UPMC HEALTH OPTIONS	—	5	March	$1,069
UPMC HEALTH OPTIONS	—	14	March	$1,022
UPMC HEALTH OPTIONS	—	6	March	$574
UPMC HEALTH OPTIONS	—	7	March	$376
UPMC HEALTH BENEFITS	Dental, Vision	11	March	$255
UPMC HEALTH OPTIONS	—	4	March	$252
UPMC HEALTH BENEFITS	Dental, Vision	14	March	$219
UPMC HEALTH BENEFITS	Dental, Vision	7	March	$187
UPMC HEALTH BENEFITS	Dental, Vision	8	March	$151
UPMC HEALTH OPTIONS	—	1	March	$133
UPMC HEALTH OPTIONS	—	1	March	$133
UPMC HEALTH OPTIONS	—	0	March	$93
UPMC HEALTH BENEFITS	Dental, Vision	0	March	$61
UPMC HEALTH BENEFITS	Dental, Vision	1	March	$36
UPMC HEALTH BENEFITS	Dental, Vision	1	March	$30
UPMC HEALTH OPTIONS	—	0	March	$26

Questions

Who is DONNELLY-BOLAND & ASSOCIATES's benefits broker?

Per its most recent Form 5500 Schedule A, DONNELLY-BOLAND & ASSOCIATES's broker of record is DANIEL DESTEFANO.

What insurance carrier does DONNELLY-BOLAND & ASSOCIATES use?

DONNELLY-BOLAND & ASSOCIATES's benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 32 disclosed carriers.

When does DONNELLY-BOLAND & ASSOCIATES's group plan renew?

The most recent Schedule A policy period for DONNELLY-BOLAND & ASSOCIATES ended in March. Group plans typically renew on the same annual cycle.

Where does this data come from?

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