Form 5500 · Employee benefit plan · LITITZ, PA
LISTRAK INC.
The filing calls this plan LISTRAK INC. FLEXIBLE BENEFITS PLAN.
LISTRAK INC. of LITITZ, PA is a 361-participant professional services employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is ENGLE, HAMBRIGHT & DAVIES. Coverage is written through OPTUM HEALTH (UNIMERICA INSURANCE COMPANY) 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 · plan year 2023, filed Oct 11, 2024
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168 other employer plans in Pennsylvania have policy years ending in September. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Self-funded as reported
The filing reports benefits paid from the plan's own money, and no medical insurance contract on Schedule A.
A stop-loss policy appears on a Form 5500 only when the plan itself is the beneficiary, or the premiums are paid from plan money. Many employers buy stop-loss and never report it here. So a plan with no stop-loss on its filing may still have it.
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 4 insured contracts covering dental, vision, life, disability and stop-loss; the largest, with OPTUM HEALTH (UNIMERICA INSURANCE COMPANY), covers 203 people.
The filing declares dental, vision, life, disability and health. Health appears with no insured contract on Schedule A. That coverage may be self-funded, or placed with a carrier that is not on this filing.
The only insured piece of the health benefit is stop-loss coverage, and the filing reports the plan paying its own claims. The 2 stop-loss contracts report $724,698 in premium and $0 in commission. The rest of the premium and commission above is on the plan's other insured lines, and none of it is medical premium.
Reported premium across the insured contracts is $1,183,633, with $37,872 in disclosed broker commissions — about 3.2% of premium.
The most recent policy period ended in September, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Dental, Life, Disability | 367 | Oct 1, 2023 | $428,477 | $36,654 |
| CAPITAL ADVANTAGE ASSURANCE COMPANY | Vision | 604 | Jan 1, 2024 | $30,458 | $1,218 |
| OPTUM HEALTH (UNIMERICA INSURANCE COMPANY) | Stop-loss | 203 | Jan 1, 2024 | $723,044 | $0 |
| EVEREST REINSURANCE COMPANY | Stop-loss | 0 | Jan 1, 2024 | $1,654 | $0 |
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
The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.
Money the plan held and paid out
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H
These are the plan's own figures from Schedule H, the financial statement it files. They are not the premium on Schedule A.
Other plans filed by this employer
How this plan compares
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Renewal calendar
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