Form 5500 · Employee benefit plan · INDIANA, PA
EVERTZ USA
The filing calls this plan EVERTZ USA HEALTH AND WELFARE PLAN.
Public Form 5500 records show how EVERTZ USA of INDIANA, PA, a manufacturing employer, structures its employee benefits. Its broker of record is ALERA GROUP, INC. Coverage is written through HIGHMARK INC. and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 98-0226117 · plan 501 · plan year 2025, filed Jul 28, 2026
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How this plan is funded
Fully insured as reported
The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
Benefits declared on this filing
Also declared: death benefits.
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.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
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 5 insured contracts covering health, dental, vision, life and disability; the largest, with HIGHMARK INC., covers 195 people.
Reported premium across the insured contracts is $1,866,098, with $51,631 in disclosed broker commissions — about 2.8% 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.
ALERA GROUP, INC is the broker of record on 1 of the 5 contracts; the rest name a different broker or none.
Two carriers split the book: HIGHMARK INC. and UNITED OF OMAHA LIFE INSURANCE COMPANY.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| HIGHMARK INC. | Health, Dental, Vision | 195 | Jan 1, 2026 | $1,779,603 | $42,231 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 128 | Jan 1, 2026 | $28,098 | $2,810 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Disability | 128 | Jan 1, 2026 | $20,567 | $2,807 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Disability | 128 | Jan 1, 2026 | $24,227 | $2,423 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 45 | Jan 1, 2026 | $13,603 | $1,360 |
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.
How this plan compares
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