Form 5500 · Employee benefit plan · NEWARK, DE
FIRST STATE ORTHOPAEDICS, P.A.
FIRST STATE ORTHOPAEDICS, P.A. of NEWARK, DE insures dental, vision, life and disability coverage for its employees, per Schedule A of its Form 5500. Its broker of record is L & W INSURANCE. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 51-0297303 · plan 503 · as of Aug 2026
Plan brief
Schedule A lists 2 insured contracts covering dental, vision, life and disability; the largest, with SUN LIFE ASSURANCE COMPANY OF CANADA, covers 346 people.
Reported premium across the insured contracts is $314,816, with $10,812 in disclosed broker commissions — about 3.4% of premium.
The most recent policy period ended in June, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
L & W INSURANCE is the broker of record on all 2 contracts.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Dental, Vision | 346 | June | $278,478 | $7,950 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 430 | December | $36,338 | $2,862 |
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