Form 5500 · Employee benefit plan · IRWIN, PA
KRATZENBERG & ASSOCIATES INC.
KRATZENBERG & ASSOCIATES INC. of IRWIN, PA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is SMC INSURANCE AGENCY. Coverage is written through PRINCIPAL LIFE INSURANCE COMPANY and 16 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 25-1780727 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | — | 192 | November | $3,367 |
| UPMC HEALTH OPTIONS | Health | 91 | December | $0 |
| UPMC HEALTH OPTIONS | Health | 39 | December | $0 |
| UPMC HEALTH OPTIONS | Health | 31 | December | $0 |
| UPMC HEALTH OPTIONS | Health | 2 | December | $0 |
| UPMC HEALTH BENEFITS | Dental, Vision | 44 | December | $0 |
| UPMC HEALTH BENEFITS | Dental, Vision | 1 | December | $0 |
| UPMC HEALTH BENEFITS | Dental, Vision | 21 | December | $0 |
| UPMC HEALTH OPTIONS | Health | 5 | December | $0 |
| UPMC HEALTH BENEFITS | Dental, Vision | 49 | December | $0 |
| UPMC HEALTH BENEFITS | Dental, Vision | 3 | December | $0 |
| UPMC HEALTH BENEFITS | Dental, Vision | 69 | December | $0 |
| UPMC HEALTH BENEFITS | Dental, Vision | 3 | December | $0 |
| UPMC HEALTH BENEFITS | Dental, Vision | 8 | December | $0 |
| UPMC HEALTH BENEFITS | Dental, Vision | 9 | December | $0 |
| UPMC HEALTH BENEFITS | Dental, Vision | — | December | $0 |
| UPMC HEALTH BENEFITS | Dental, Vision | — | December | $0 |
Questions
Who is KRATZENBERG & ASSOCIATES INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, KRATZENBERG & ASSOCIATES INC.'s broker of record is SMC INSURANCE AGENCY.
What insurance carrier does KRATZENBERG & ASSOCIATES INC. use?
KRATZENBERG & ASSOCIATES INC.'s benefit plan is written through PRINCIPAL LIFE INSURANCE COMPANY, among 17 disclosed carriers.
When does KRATZENBERG & ASSOCIATES INC.'s group plan renew?
The most recent Schedule A policy period for KRATZENBERG & ASSOCIATES INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from KRATZENBERG & ASSOCIATES INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.