Form 5500 · Employee benefit plan · HORSHAM, PA
FIRSTRUST BANK
FIRSTRUST BANK's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is CONNER STRONG & BUCKELEW. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 9 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 23-0970971 · plan 504 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 468 | December | $35,730 |
| EYEMED VISION CARE (FIDELITY SECURITY LIFE INSURANCE COMPANY) | Vision | 559 | December | $3,751 |
| COUNTRYWIDE ENTERPRISES, INC. | — | 33 | December | $596 |
| EYEMED VISION CARE (FIDELITY SECURITY LIFE INSURANCE COMPANY) | Vision | 75 | December | $468 |
| EYEMED VISION CARE (FIDELITY SECURITY LIFE INSURANCE COMPANY) | Vision | 16 | December | $91 |
| COUNTRYWIDE ENTERPRISES, INC. | — | 7 | December | $56 |
| EYMED VISION CARE (FIDELITY SECURITY LIFE INSURANCE COMPANY) | Vision | 2 | December | $16 |
| DELTA DENTAL OF PENNSYLVANIA | Dental | 636 | December | $0 |
| DELTA DENTAL OF PENNSYLVANIA | Dental | 58 | December | $0 |
| CAREBRIDGE CORPORATION | — | 510 | December | $0 |
Questions
Who is FIRSTRUST BANK's benefits broker?
Per its most recent Form 5500 Schedule A, FIRSTRUST BANK's broker of record is CONNER STRONG & BUCKELEW.
What insurance carrier does FIRSTRUST BANK use?
FIRSTRUST BANK's benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 10 disclosed carriers.
When does FIRSTRUST BANK's group plan renew?
The most recent Schedule A policy period for FIRSTRUST BANK ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from FIRSTRUST BANK's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.