Form 5500 · Employee benefit plan · LITITZ, PA
LISTRAK INC.
LISTRAK INC. of LITITZ, PA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is ENGLE, HAMBRIGHT & DAVIES. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 3 other carriers. The plan's most recent policy period ended in September.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 23-3025990 · plan 501 · as of Aug 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Dental, Life, Disability | 367 | September | $428,477 | $36,654 |
| CAPITAL ADVANTAGE ASSURANCE COMPANY | Vision | 604 | December | $30,458 | $1,218 |
| OPTUM HEALTH (UNIMERICA INSURANCE COMPANY) | Stop-loss | 203 | December | $723,044 | $0 |
| EVEREST REINSURANCE COMPANY | Stop-loss | 0 | December | $1,654 | $0 |
Questions
Who is LISTRAK INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, LISTRAK INC.'s broker of record is ENGLE, HAMBRIGHT & DAVIES.
What insurance carrier does LISTRAK INC. use?
LISTRAK INC.'s benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 4 disclosed carriers.
When does LISTRAK INC.'s group plan renew?
The most recent Schedule A policy period for LISTRAK INC. ended in September. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from LISTRAK INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.