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Form 5500 · Employee benefit plan · BRYN MAWR, PA

ESSENTIAL UTILITIES, INC.

Public Form 5500 records show how ESSENTIAL UTILITIES, INC. of BRYN MAWR, PA, a utilities employer, structures its employee benefits. Its broker of record is CAPITAL MANAGEMENT ENTERPRISES INC. Coverage is written through DELTA DENTAL OF PENNSYLVANIA and 6 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 23-1702594 · plan 502 · as of Aug 2026

Participants
3,285
Carriers on file
11
Disclosed commissions
$403,167
Renewal month
December

Plan brief

Schedule A lists 11 insured contracts covering health, dental, vision, life and disability; the largest, with DELTA DENTAL OF PENNSYLVANIA, covers 5,135 people.

Reported premium across the insured contracts is $6,512,141, with $403,167 in disclosed broker commissions — about 6.2% 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.

CAPITAL MANAGEMENT ENTERPRISES INC is the broker of record on 2 of the 11 contracts; the rest name a different broker or none.

7 carriers appear on the filing — DELTA DENTAL OF PENNSYLVANIA, LIFE INSURANCE COMPANY OF NORTH AMERICA, METROPOLITAN LIFE INSURANCE COMPANY and VISION SERVICE PLAN among them — with DELTA DENTAL OF PENNSYLVANIA writing the largest contract by premium.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
DELTA DENTAL OF PENNSYLVANIADental5,135December$1,966,013$98,301
LIFE INSURANCE COMPANY OF NORTH AMERICALife2,324December$1,190,277$89,271
LIFE INSURANCE COMPANY OF NORTH AMERICALife3,905December$1,064,142$79,811
LIFE INSURANCE COMPANY OF NORTH AMERICADisability2,902December$721,705$54,128
RELIASTAR LIFE INSURANCE COMPANYHealth1,359December$269,861$45,427
VISION SERVICE PLANVision2,329December$393,427$9,778
LIFE INSURANCE COMPANY OF NORTH AMERICA2,324December$131,252$9,735
PRE-PAID LEGAL SERVICES, INC. DBA LEGAL SHIELD254December$47,940$8,997
LIFE INSURANCE COMPANY OF NORTH AMERICA3,905December$101,795$7,635
UNUM LIFE INSURANCE COMPANY OF AMERICAHealth2December$841$84
METROPOLITAN LIFE INSURANCE COMPANYDental1,811December$624,888$0

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