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Form 5500 · Employee benefit plan · ERIE, PA

FAMILY SERVICES OF NW PA

Public Form 5500 records show how FAMILY SERVICES OF NW PA (ERIE, PA) structures its employee benefits. Its broker of record is LOESEL-SCHAAF INSURANCE AGENCY. Coverage is written through UPMC HEALTH OPTIONS and 7 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Insurance carrier
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 25-0987225 · plan 501 · as of Jul 2026

Participants
128
Carriers on file
8
Disclosed commissions
$14,382
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UPMC HEALTH OPTIONSHealth134December$7,192
RELIANCE LIFE INSURANCE COMPANYDisability114September$2,479
RELIANCE LIFE INSURANCE COMPANYLife60September$1,343
RELIANCE LIFE INSURANCE COMPANYLife114September$1,049
UPMC HEALTH OPTIONSHealth13December$893
DELTA DENTAL OF PENNSYLVANIADental201September$697
HEARTLAND FIDELITY INSURANCEVision211September$586
UPMC HEALTH OPTIONSHealth2December$143

Questions

Who is FAMILY SERVICES OF NW PA's benefits broker?

Per its most recent Form 5500 Schedule A, FAMILY SERVICES OF NW PA's broker of record is LOESEL-SCHAAF INSURANCE AGENCY.

What insurance carrier does FAMILY SERVICES OF NW PA use?

FAMILY SERVICES OF NW PA's benefit plan is written through UPMC HEALTH OPTIONS, among 8 disclosed carriers.

When does FAMILY SERVICES OF NW PA's group plan renew?

The most recent Schedule A policy period for FAMILY SERVICES OF NW PA ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from FAMILY SERVICES OF NW PA's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.