Form 5500 · Employee benefit plan · NEWARK, OH
EQUITY RESOURCES, INC
EQUITY RESOURCES, INC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is JAMES B. OSWALD COMPANY. Coverage is written through PRINCIPAL LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 31-1401378 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Dental, Vision, Life, Disability | 324 | December | $21,420 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health | 462 | December | $0 |
Questions
Who is EQUITY RESOURCES, INC's benefits broker?
Per its most recent Form 5500 Schedule A, EQUITY RESOURCES, INC's broker of record is JAMES B. OSWALD COMPANY.
What insurance carrier does EQUITY RESOURCES, INC use?
EQUITY RESOURCES, INC's benefit plan is written through PRINCIPAL LIFE INSURANCE COMPANY, among 2 disclosed carriers.
When does EQUITY RESOURCES, INC's group plan renew?
The most recent Schedule A policy period for EQUITY RESOURCES, INC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from EQUITY RESOURCES, INC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.