Form 5500 · Employee benefit plan · ERIE, PA
DR GERTRUDE A BARBER NATIONAL INSTITUTE
The filing calls this plan BARBER NATIONAL INSTITUTE EMPLOYEE BENEFIT PLAN.
DR GERTRUDE A BARBER NATIONAL INSTITUTE of ERIE, PA spreads its employee benefits across 3 insurance carriers, according to its Form 5500 Schedule A. Its broker of record is LOCKTON INSURANCE, LLC. Coverage is written through HARTFORD LIFE AND ACCIDENT and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 23-7447611 · plan 508 · plan year 2025, filed Jul 8, 2026
Get an email when this employer files a new Form 5500, and again about four months before its plan renews.
2,778 other employer plans in Pennsylvania have policy years ending in December. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Funding not settled by the filing
The filing does not report enough to settle how this plan pays for benefits.
Benefits declared on this filing
One contract on this filing does not say which benefits it covers, so a line above may be insured by it.
Also declared: death benefits, other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 3 insured contracts covering vision, life and disability; the largest, with HARTFORD LIFE AND ACCIDENT, covers 1,053 people.
The filing declares vision, life, disability, health and dental. Health and dental appear with no insured contract on Schedule A. That coverage may be self-funded, placed with a carrier that is not on this filing, or written on the contract here that does not say what it covers.
Reported premium across the insured contracts is $374,810, with $29,188 in disclosed broker commissions — about 7.8% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
LOCKTON INSURANCE, LLC is the broker of record on 1 of the 3 contracts; the rest name a different broker or none.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| HARTFORD LIFE AND ACCIDENT | Life, Disability | 1,053 | Jan 1, 2026 | $250,721 | $29,188 |
| METROPOLITAN LIFE INSURANCE COMPANY | Vision | 1,353 | Jan 1, 2026 | $104,427 | $0 |
| WORKPARTNERS | — | 1,120 | Jan 1, 2026 | $19,662 | $0 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Reported to OSHA
Reported to OSHA for 2025: 1,564 employees, 54 recordable cases, 852 days away from work.
Source: OSHA Injury Tracking Application establishment data, 2025.
Other plans filed by this employer
How this plan compares
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Renewal calendar
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