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Form 5500 · Employee benefit plan · POUGHKEEPSIE, NY

H. O. PENN MACHINERY COMPANY, INC.

H. O. PENN MACHINERY COMPANY, INC. of POUGHKEEPSIE, NY files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is MERCER HEALTH AND BENEFITS, LLC. Coverage is written through NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK and 5 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 13-1158790 · plan 502 · as of Jul 2026

Participants
264
Carriers on file
6
Disclosed commissions
$34,220
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORKLife264December$13,295
AETNA LIFE INSURANCE COMPANY397December$11,052
NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORKDisability264December$6,088
NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK264December$1,660
NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK264December$1,136
AETNA LIFE INSURANCE COMPANYVision494December$989

Questions

Who is H. O. PENN MACHINERY COMPANY, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, H. O. PENN MACHINERY COMPANY, INC.'s broker of record is MERCER HEALTH AND BENEFITS, LLC.

What insurance carrier does H. O. PENN MACHINERY COMPANY, INC. use?

H. O. PENN MACHINERY COMPANY, INC.'s benefit plan is written through NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK, among 6 disclosed carriers.

When does H. O. PENN MACHINERY COMPANY, INC.'s group plan renew?

The most recent Schedule A policy period for H. O. PENN MACHINERY COMPANY, INC. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from H. O. PENN MACHINERY COMPANY, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.