Form 5500 · Employee benefit plan · LANSDALE, PA
REX HEAT TREAT LANSDALE
The filing calls this plan REX HEAT TREAT LANSDALE GROUP INSURANCE PLAN.
REX HEAT TREAT LANSDALE of LANSDALE, PA spreads its employee benefits across 3 insurance carriers, according to its Form 5500 Schedule A. Its broker of record is CBIZ BENEFITS & INSURANCE SERVICE. Coverage is written through DELTA DENTAL OF PENNSYLVANIA and 2 other carriers. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 23-2113181 · plan 501 · plan year 2024, filed Feb 12, 2025
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How this plan is funded
Funding not settled by the filing
The filing does not report enough to settle how this plan pays for benefits.
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.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
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 5 insured contracts covering dental, vision, life and disability; the largest, with DELTA DENTAL OF PENNSYLVANIA, covers 166 people.
Reported premium across the insured contracts is $91,130, with $8,629 in disclosed broker commissions — about 9.5% of premium.
The most recent policy period ended in June, and the plan year ends June 30. Group contracts typically renew on that annual cycle.
CBIZ BENEFITS & INSURANCE SERVICE is the broker of record on 4 of the 5 contracts; the rest name a different broker or none.
3 carriers appear on the filing, including DELTA DENTAL OF PENNSYLVANIA, USABLE LIFE and NATIONAL GUARDIAN LIFE INSURANCE COMPANY. DELTA DENTAL OF PENNSYLVANIA writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| USABLE LIFE | Life | 90 | Jul 1, 2024 | $19,031 | $2,998 |
| DELTA DENTAL OF PENNSYLVANIA | Dental | 166 | Jul 1, 2024 | $51,268 | $2,563 |
| USABLE LIFE | Disability | 24 | Jul 1, 2024 | $8,237 | $1,577 |
| USABLE LIFE | Disability | 26 | Jul 1, 2024 | $8,178 | $1,270 |
| NATIONAL GUARDIAN LIFE INSURANCE COMPANY | Vision | 136 | Jul 1, 2024 | $4,416 | $221 |
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.
Other plans filed by this employer
How this plan compares
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