Form 5500 · Employee benefit plan · FLEETWOOD, PA
FLEETWOOD BANK
FLEETWOOD BANK of FLEETWOOD, PA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is POWER-KUNKLE GROUP INC. Coverage is written through SUNLIFE ASSURANCE COMPANY OF CANADA and 5 other carriers. The plan's most recent policy period ended in September.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 23-0586213 · plan 503 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SUNLIFE ASSURANCE COMPANY OF CANADA | Dental | 43 | September | $2,151 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Disability | 46 | September | $672 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 26 | September | $571 |
| VBA | Vision | 45 | September | $548 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 46 | September | $434 |
| OPTUMHEALTH | Stop-loss | 38 | September | $0 |
Questions
Who is FLEETWOOD BANK's benefits broker?
Per its most recent Form 5500 Schedule A, FLEETWOOD BANK's broker of record is POWER-KUNKLE GROUP INC.
What insurance carrier does FLEETWOOD BANK use?
FLEETWOOD BANK's benefit plan is written through SUNLIFE ASSURANCE COMPANY OF CANADA, among 6 disclosed carriers.
When does FLEETWOOD BANK's group plan renew?
The most recent Schedule A policy period for FLEETWOOD BANK ended in September. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from FLEETWOOD BANK's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.