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Form 5500 · Employee benefit plan · LANCASTER, PA

RKL LLP

Public Form 5500 records show how RKL LLP (LANCASTER, PA) structures its employee benefits. Its broker of record is SBR SERVICES LLC. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 4 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 23-2108173 · plan 501 · as of Jul 2026

Participants
540
Carriers on file
5
Disclosed commissions
$157,986
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
SUN LIFE ASSURANCE COMPANY OF CANADAStop-loss494December$122,273
UNITED OF OMAHA LIFE INSURANCE COMPANYDisability585December$14,988
UNITED OF OMAHA LIFE INSURANCE COMPANYLife585December$12,849
UNITED OF OMAHA LIFE INSURANCE COMPANYLife131December$4,906
VISION BENEFITS OF AMERICAVision440December$2,970

Questions

Who is RKL LLP's benefits broker?

Per its most recent Form 5500 Schedule A, RKL LLP's broker of record is SBR SERVICES LLC.

What insurance carrier does RKL LLP use?

RKL LLP's benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 5 disclosed carriers.

When does RKL LLP's group plan renew?

The most recent Schedule A policy period for RKL LLP ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

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