Form 5500 · Employee benefit plan · EXTON, PA
J.W. PEPPER AND SON, INC.
J.W. PEPPER AND SON, INC. of EXTON, PA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is SIMKISS & BLOCK. Coverage is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY and 5 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 23-0963171 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 176 | December | $6,635 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 85 | December | $5,816 |
| DELTA DENTAL OF PENNSYLVANIA | Dental | 195 | December | $3,161 |
| VISION SERVICE PLAN | Vision | 109 | December | $838 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 177 | December | $439 |
| INDEPENDENCE BLUE CROSS | Health | 206 | December | $0 |
Questions
Who is J.W. PEPPER AND SON, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, J.W. PEPPER AND SON, INC.'s broker of record is SIMKISS & BLOCK.
What insurance carrier does J.W. PEPPER AND SON, INC. use?
J.W. PEPPER AND SON, INC.'s benefit plan is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, among 6 disclosed carriers.
When does J.W. PEPPER AND SON, INC.'s group plan renew?
The most recent Schedule A policy period for J.W. PEPPER AND SON, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from J.W. PEPPER AND SON, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.