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Form 5500 · Employee benefit plan · ERIE, PA

PETERSON BROS., INC.

PETERSON BROS., INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is LILLIS MCKIBBEN & COMPANY. Coverage is written through LIFE INSURANCE COMPANY OF NORTH AMERICA and 6 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 25-1577831 · plan 506 · as of Jul 2026

Participants
364
Carriers on file
7
Disclosed commissions
$5,630
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
LIFE INSURANCE COMPANY OF NORTH AMERICADisability0December$3,558
LIFE INSURANCE COMPANY OF NORTH AMERICALife0December$1,350
LIFE INSURANCE COMPANY OF AMERICA0December$358
VISION BENEFITS OF AMERICAVision73December$251
HARTFORD LIFE AND ACCIDENT0December$113
LIFE INSURANCE COMPANY OF NORTH AMERICA0December$0
WORKPARTNERS316December$0

Questions

Who is PETERSON BROS., INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, PETERSON BROS., INC.'s broker of record is LILLIS MCKIBBEN & COMPANY.

What insurance carrier does PETERSON BROS., INC. use?

PETERSON BROS., INC.'s benefit plan is written through LIFE INSURANCE COMPANY OF NORTH AMERICA, among 7 disclosed carriers.

When does PETERSON BROS., INC.'s group plan renew?

The most recent Schedule A policy period for PETERSON BROS., INC. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from PETERSON BROS., INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.