form5500lookup

Form 5500 · Employee benefit plan · HONEY BROOK, PA

M SIMON ZOOK CO

Public Form 5500 records show how M SIMON ZOOK CO (HONEY BROOK, PA) structures its employee benefits. Its broker of record is MCCONKEY BENEFITS & FIN SVCS LLC. Coverage is written through UNITED OF OMAHA LIFE INSURANCE COMPANY and 4 other carriers. The plan's most recent policy period ended in March.

Benefits broker of record
Plan renews
March

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 23-1496543 · plan 502 · as of Jul 2026

Participants
220
Carriers on file
5
Disclosed commissions
$15,847
Renewal month
March

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITED OF OMAHA LIFE INSURANCE COMPANYDisability322March$6,757
UNITED OF OMAHA LIFE INSURANCE COMPANY169March$5,594
UNITED OF OMAHA LIFE INSURANCE COMPANYLife341March$2,590
VISION BENEFITS OF AMERICAVision167March$906
WELLSPAN HEALTH0March$0

Questions

Who is M SIMON ZOOK CO's benefits broker?

Per its most recent Form 5500 Schedule A, M SIMON ZOOK CO's broker of record is MCCONKEY BENEFITS & FIN SVCS LLC.

What insurance carrier does M SIMON ZOOK CO use?

M SIMON ZOOK CO's benefit plan is written through UNITED OF OMAHA LIFE INSURANCE COMPANY, among 5 disclosed carriers.

When does M SIMON ZOOK CO's group plan renew?

The most recent Schedule A policy period for M SIMON ZOOK CO ended in March. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from M SIMON ZOOK CO's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.