Form 5500 · Employee benefit plan · APEX, NC
KOERBER PHARMA SOFTWARE
The filing calls this plan KOERBER PHARMA SOFTWARE WELFARE BENEFIT PLAN.
KOERBER PHARMA SOFTWARE of APEX, NC spreads its employee benefits across 3 insurance carriers, according to its Form 5500 Schedule A. Its broker of record is ALLIANT INSURANCE SERVICES, INC.. Coverage is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 51-0401251 · plan 501 · plan year 2025, filed Aug 20, 2026
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How this plan is funded
Fully insured as reported
The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
Benefits declared on this filing
Also declared: other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 3 insured contracts covering health, dental, vision, life and disability; the largest, with CIGNA HEALTH AND LIFE INSURANCE COMPANY, covers 79 people.
Reported premium across the insured contracts is $789,490, with $50,514 in disclosed broker commissions — about 6.4% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
ALLIANT INSURANCE SERVICES, INC. is the broker of record on 2 of the 3 contracts; the rest name a different broker or none.
3 carriers appear on the filing, including CIGNA HEALTH AND LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY and HARTFORD LIFE AND ACCIDENT. CIGNA HEALTH AND LIFE INSURANCE COMPANY writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health | 79 | Jan 1, 2026 | $648,695 | $39,637 |
| HARTFORD LIFE AND ACCIDENT | Life, Disability | 88 | Jan 1, 2026 | $55,460 | $6,008 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Dental, Vision | 401 | Jan 1, 2026 | $85,335 | $4,869 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
Named on Schedule C of this filing. We publish company names only.
Other plans filed by this employer
How this plan compares
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