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Form 5500 · Employee benefit plan · LEOLA, PA

NED BARD & SON CO.

NED BARD & SON CO. of LEOLA, PA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is THE HDH GROUP INC. Coverage is written through CAPITAL ADVANTAGE ASSURANCE COMPANY and 3 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 23-2120072 · plan 501 · as of Jul 2026

Participants
20
Carriers on file
4
Disclosed commissions
$1,539
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
CAPITAL ADVANTAGE ASSURANCE COMPANYDental33December$1,197
RELIANCE STANDARDLife27December$342
OPTUM HEALTH (UNIMERICA INSURANCE COMPANY)Stop-loss21December$0
TELEDOC0December$0

Questions

Who is NED BARD & SON CO.'s benefits broker?

Per its most recent Form 5500 Schedule A, NED BARD & SON CO.'s broker of record is THE HDH GROUP INC.

What insurance carrier does NED BARD & SON CO. use?

NED BARD & SON CO.'s benefit plan is written through CAPITAL ADVANTAGE ASSURANCE COMPANY, among 4 disclosed carriers.

When does NED BARD & SON CO.'s group plan renew?

The most recent Schedule A policy period for NED BARD & SON CO. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from NED BARD & SON CO.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.