Form 5500 · Employee benefit plan · PITTSBURGH, PA

SAGEWELL HEALTHCARE BENEFITS TRUST

SAGEWELL HEALTHCARE BENEFITS TRUST of PITTSBURGH, PA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is BENEFIT ADVISORS SERVICES GROUP. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 200 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record

BENEFIT ADVISORS SERVICES GROUP

Insurance carrier

SUN LIFE ASSURANCE COMPANY OF CANADA

Plan renews

December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 23-3398131 · plan 510 · as of Jul 2026

Participants

513,532

Carriers on file

201

Disclosed commissions

$18,588,442

Renewal month

December

Schedule A insurance contracts

Carrier	Benefits	Covered	Renews	Commission
SUN LIFE ASSURANCE COMPANY OF CANADA	Life, Disability	41,498	December	$2,319,890
UNUM LIFE INSURANCE COMPANY OF AMERICA	—	146	December	$1,497,982
SUN LIFE ASSURANCE COMPANY OF CANADA	Life, Disability	9,790	December	$1,128,822
PRUDENTIAL INSURANCE COMPANY OF AMERICA	Life	74,194	December	$1,081,782
LINCOLN NATIONAL LIFE INSURANCE COMPANY	Life, Disability	13,449	June	$864,535
LINCOLN NATIONAL LIFE INSURANCE COMPANY	Life, Disability	3,326	December	$785,029
PRUDENTIAL INSURANCE COMPANY OF AMERICA	Life, Disability	22,992	December	$775,669
UNUM LIFE INSURANCE COMPANY OF AMERICA	Life	468	December	$568,311
UNUM LIFE INSURANCE COMPANY OF AMERICA	Disability	737	December	$513,356
UNUM LIFE INSURANCE COMPANY OF AMERICA	Disability	899	December	$466,139
LIFE INSURANCE COMPANY OF NORTH AMERICA	Life	86,074	December	$463,864
UNUM LIFE INSURANCE COMPANY OF AMERICA	Disability	445	December	$399,825
UNUM LIFE INSURANCE COMPANY OF AMERICA	Life, Disability	3,688	December	$382,163
UNUM LIFE INSURANCE COMPANY OF AMERICA	Life, Disability	5,212	December	$371,814
UNUM LIFE INSURANCE COMPANY OF AMERICA	Life, Disability	708	December	$370,513
SUN LIFE ASSURANCE COMPANY OF CANADA	Life, Disability	11,398	December	$335,568
UNUM LIFE INSURANCE COMPANY OF AMERICA	Life, Disability	8,983	December	$302,523
UNUM LIFE INSURANCE COMPANY OF AMERICA	Life, Disability	8,374	December	$294,014
LIFE INSURANCE COMPANY OF NORTH AMERICA	—	82,048	December	$287,385
UNUM LIFE INSURANCE COMPANY OF AMERICA	Life, Disability	22,314	December	$271,221
SUN LIFE ASSURANCE COMPANY OF CANADA	Life, Disability	5,910	December	$269,111
PRUDENTIAL INSURANCE COMPANY OF AMERICA	Life, Disability	10,355	December	$236,318
UNUM LIFE INSURANCE COMPANY OF AMERICA	Life	844	December	$230,261
LIFE INSURANCE COMPANY OF NORTH AMERICA	Disability	12,656	December	$229,122
LIFE INSURANCE COMPANY OF NORTH AMERICA	Life	32,304	December	$216,015
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY	Life	10,165	December	$214,651
UNUM LIFE INSURANCE COMPANY OF AMERICA	Life, Disability	8,326	December	$191,441
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY	Disability	20	December	$177,456
LIFE INSURANCE COMPANY OF NORTH AMERICA	Disability	7,873	December	$172,257
UNUM LIFE INSURANCE COMPANY OF AMERICA	—	22,078	December	$172,148
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY	Disability	9,676	December	$138,850
UNUM LIFE INSURANCE COMPANY OF AMERICA	Life, Disability	992	December	$137,809
SUN LIFE ASSURANCE COMPANY OF CANADA	Life, Disability	2,583	December	$117,814
PRUDENTIAL INSURANCE COMPANY OF AMERICA	Life, Disability	935	December	$109,765
LIFE INSURANCE COMPANY OF NORTH AMERICA	Life	3,576	April	$101,025
LIFE INSURANCE COMPANY OF NORTH AMERICA	Life	1,310	December	$97,050
UNUM LIFE INSURANCE COMPANY OF AMERICA	Disability	4,107	September	$93,461
UNUM LIFE INSURANCE COMPANY OF AMERICA	Life, Disability	1,327	December	$84,766
UNUM LIFE INSURANCE COMPANY OF AMERICA	Disability	125	December	$79,459
LIFE INSURANCE COMPANY OF NORTH AMERICA	—	4,719	December	$74,880
LIFE INSURANCE COMPANY OF NORTH AMERICA	Life	8,931	December	$73,446
LIFE INSURANCE COMPANY OF NORTH AMERICA	Disability	8,930	December	$73,033
PRUDENTIAL INSURANCE COMPANY OF AMERICA	Life, Disability	432	December	$70,526
LIFE INSURANCE COMPANY OF NORTH AMERICA	Disability	63	April	$63,813
UNUM LIFE INSURANCE COMPANY OF AMERICA	Life, Disability	1,592	December	$62,308
LIFE INSURANCE COMPANY OF NORTH AMERICA	Disability	1,307	December	$59,993
UNUM LIFE INSURANCE COMPANY OF AMERICA	Life	3,472	December	$55,348
UNUM LIFE INSURANCE COMPANY OF AMERICA	Life, Disability	519	December	$51,955
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY	Life	2,172	June	$50,738
PRUDENTIAL INSURANCE COMPANY OF AMERICA	Life, Disability	489	December	$50,148
LINCOLN NATIONAL LIFE INSURANCE COMPANY	Disability	42	December	$49,228
LIFE INSURANCE COMPANY OF NORTH AMERICA	Life	1,722	April	$48,795
LIFE INSURANCE COMPANY OF NORTH AMERICA	Disability	1,729	December	$44,338
SUN LIFE ASSURANCE COMPANY OF CANADA	Life, Disability	2,732	December	$39,199
LIFE INSURANCE COMPANY OF NORTH AMERICA	Disability	539	June	$37,788
LIFE INSURANCE COMPANY OF NORTH AMERICA	—	389	June	$37,390
LIFE INSURANCE COMPANY OF NORTH AMERICA	Life	1,274	December	$36,521
LIFE INSURANCE COMPANY OF NORTH AMERICA	—	314	December	$33,943
LIFE INSURANCE COMPANY OF NORTH AMERICA	Disability	271	April	$33,873
LIFE INSURANCE COMPANY OF NORTH AMERICA	Life	1,860	December	$32,258
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY	—	706	July	$29,080
UNUM LIFE INSURANCE COMPANY OF AMERICA	Life, Disability	867	December	$28,805
LIFE INSURANCE COMPANY OF NORTH AMERICA	—	238	December	$28,378
UNUM LIFE INSURANCE COMPANY OF AMERICA	Life	7,374	December	$28,342
UNUM LIFE INSURANCE COMPANY OF AMERICA	Life, Disability	594	December	$26,750
UNUM LIFE INSURANCE COMPANY OF AMERICA	—	550	December	$24,390
UNUM LIFE INSURANCE COMPANY OF AMERICA	Life, Disability	202	December	$23,302
LIFE INSURANCE COMPANY OF NORTH AMERICA	Disability	389	June	$22,819
LIFE INSURANCE COMPANY OF NORTH AMERICA	—	32,304	December	$22,742
PRUDENTIAL INSURANCE COMPANY OF AMERICA	Life, Disability	2,758	December	$22,426
LIFE INSURANCE COMPANY OF NORTH AMERICA	Life	1,012	June	$22,205
UNUM LIFE INSURANCE COMPANY OF AMERICA	—	294	December	$22,174
LIFE INSURANCE COMPANY OF NORTH AMERICA	Life	694	December	$21,867
LIFE INSURANCE COMPANY OF NORTH AMERICA	—	603	December	$21,688
UNUM LIFE INSURANCE COMPANY OF AMERICA	Disability	1,391	December	$20,219
LIFE INSURANCE COMPANY OF NORTH AMERICA	Disability	1,475	December	$19,818
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY	Life	883	December	$19,604
LIFE INSURANCE COMPANY OF NORTH AMERICA	Disability	1,603	June	$19,506
LIFE INSURANCE COMPANY OF NORTH AMERICA	Life	482	December	$19,396
LIFE INSURANCE COMPANY OF NORTH AMERICA	Life	758	June	$19,228
LIFE INSURANCE COMPANY OF NORTH AMERICA	Disability	83	December	$18,352
SUN LIFE ASSURANCE COMPANY OF CANADA	Life, Disability	83	December	$17,597
LIFE INSURANCE COMPANY OF NORTH AMERICA	Life	389	June	$17,548
UNUM LIFE INSURANCE COMPANY OF AMERICA	Life, Disability	355	December	$17,319
LIFE INSURANCE COMPANY OF NORTH AMERICA	Life	1,542	December	$15,963
UNUM LIFE INSURANCE COMPANY OF AMERICA	—	67	December	$15,451
LIFE INSURANCE COMPANY OF NORTH AMERICA	Life	133	December	$14,202
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY	Disability	709	December	$13,888
LIFE INSURANCE COMPANY OF NORTH AMERICA	—	8,931	December	$13,232
LIFE INSURANCE COMPANY OF NORTH AMERICA	Life	1,757	June	$12,760
LIFE INSURANCE COMPANY OF NORTH AMERICA	Disability	917	December	$12,368
LIFE INSURANCE COMPANY OF NORTH AMERICA	—	264	December	$11,343
PRUDENTIAL INSURANCE COMPANY OF AMERICA	Life	426	December	$10,817
LIFE INSURANCE COMPANY OF NORTH AMERICA	—	1,467	December	$10,402
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY	Life	402	December	$10,006
LIFE INSURANCE COMPANY OF NORTH AMERICA	Life	282	September	$9,241
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY	Life	201	December	$8,903
LIFE INSURANCE COMPANY OF NORTH AMERICA	—	91	December	$8,652
UNUM LIFE INSURANCE COMPANY OF AMERICA	Disability	269	December	$8,536
LIFE INSURANCE COMPANY OF NORTH AMERICA	Disability	90	August	$8,453
LIFE INSURANCE COMPANY OF NORTH AMERICA	Disability	610	December	$8,318
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY	Disability	331	July	$8,179
LIFE INSURANCE COMPANY OF NORTH AMERICA	—	1,307	December	$8,097
PRUDENTIAL INSURANCE COMPANY OF AMERICA	Life, Disability	564	December	$7,991
LIFE INSURANCE COMPANY OF NORTH AMERICA	Life	947	December	$7,916
LIFE INSURANCE COMPANY OF NORTH AMERICA	—	1,394	April	$7,653
FIRST UNUM LIFE INSURANCE COMPANY	Life	216	December	$7,525
LIFE INSURANCE COMPANY OF NORTH AMERICA	Disability	1,338	December	$7,421
LIFE INSURANCE COMPANY OF NORTH AMERICA	Disability	108	December	$7,087
LIFE INSURANCE COMPANY OF NORTH AMERICA	Life	970	December	$6,964
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY	—	85	August	$6,759
LIFE INSURANCE COMPANY OF NORTH AMERICA	Disability	282	September	$6,423
UNUM LIFE INSURANCE COMPANY OF AMERICA	Life	268	June	$6,339
LIFE INSURANCE COMPANY OF NORTH AMERICA	—	1,274	December	$5,749
UNUM LIFE INSURANCE COMPANY OF AMERICA	Life, Disability	91	December	$5,697
LIFE INSURANCE COMPANY OF NORTH AMERICA	Disability	701	June	$5,679
UNUM LIFE INSURANCE COMPANY OF AMERICA	Life	131	December	$5,274
PRUDENTIAL INSURANCE COMPANY OF AMERICA	Life, Disability	134	December	$4,515
LIFE INSURANCE COMPANY OF NORTH AMERICA	Life	400	December	$3,933
LIFE INSURANCE COMPANY OF NORTH AMERICA	Disability	163	October	$3,878
LIFE INSURANCE COMPANY OF NORTH AMERICA	Life	257	December	$3,820
LIFE INSURANCE COMPANY OF NORTH AMERICA	Disability	33	December	$3,802
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY	Life	85	August	$3,779
LIFE INSURANCE COMPANY OF NORTH AMERICA	—	3,576	April	$3,655
SUN LIFE ASSURANCE COMPANY OF CANADA	Life, Disability	254	December	$3,612
LIFE INSURANCE COMPANY OF NORTH AMERICA	Disability	94	December	$3,589
LIFE INSURANCE COMPANY OF NORTH AMERICA	Life	178	December	$3,565
LIFE INSURANCE COMPANY OF NORTH AMERICA	Life	125	December	$3,475
LIFE INSURANCE COMPANY OF NORTH AMERICA	Life	211	June	$3,455
LIFE INSURANCE COMPANY OF NORTH AMERICA	—	0	January	$3,268
LIFE INSURANCE COMPANY OF NORTH AMERICA	—	1,860	December	$3,189
LIFE INSURANCE COMPANY OF NORTH AMERICA	—	1,757	June	$3,164
LIFE INSURANCE COMPANY OF NORTH AMERICA	Disability	66	August	$3,158
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY	Disability	85	August	$3,154
LIFE INSURANCE COMPANY OF NORTH AMERICA	—	125	August	$3,121
UNUM LIFE INSURANCE COMPANY OF AMERICA	Life, Disability	358	December	$2,960
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY	Life	331	December	$2,946
LIFE INSURANCE COMPANY OF NORTH AMERICA	—	27	December	$2,912
LIFE INSURANCE COMPANY OF NORTH AMERICA	—	271	April	$2,843
LIFE INSURANCE COMPANY OF NORTH AMERICA	—	389	June	$2,825
LIFE INSURANCE COMPANY OF NORTH AMERICA	—	187	December	$2,568
LIFE INSURANCE COMPANY OF NORTH AMERICA	Disability	257	December	$2,502
LIFE INSURANCE COMPANY OF NORTH AMERICA	Disability	151	August	$2,381
LIFE INSURANCE COMPANY OF NORTH AMERICA	Disability	111	December	$2,309
LIFE INSURANCE COMPANY OF NORTH AMERICA	Life	790	August	$2,259
LIFE INSURANCE COMPANY OF NORTH AMERICA	Life	66	August	$2,079
LIFE INSURANCE COMPANY OF NORTH AMERICA	—	1,542	December	$1,924
LIFE INSURANCE COMPANY OF NORTH AMERICA	—	37	December	$1,920
LIFE INSURANCE COMPANY OF NORTH AMERICA	—	83	December	$1,867
LIFE INSURANCE COMPANY OF NORTH AMERICA	—	66	August	$1,693
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY	—	193	December	$1,642
LIFE INSURANCE COMPANY OF NORTH AMERICA	Life	99	December	$1,540
LIFE INSURANCE COMPANY OF NORTH AMERICA	—	758	June	$1,509
LIFE INSURANCE COMPANY OF NORTH AMERICA	—	1,552	December	$1,402
LIFE INSURANCE COMPANY OF NORTH AMERICA	—	540	June	$1,390
LIFE INSURANCE COMPANY OF NORTH AMERICA	Life	929	December	$1,238
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY	Life	238	December	$1,220
UNUM LIFE INSURANCE COMPANY OF AMERICA	Life	103	December	$868
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY	Life	170	December	$866
LIFE INSURANCE COMPANY OF NORTH AMERICA	—	804	August	$866
LIFE INSURANCE COMPANY OF NORTH AMERICA	Life	205	December	$854
LIFE INSURANCE COMPANY OF NORTH AMERICA	—	111	December	$784
NATIONAL UNION FIRE INSURANCE COMPANY OF PITTSBURGH, PA	—	773	June	$762
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY	Disability	193	December	$627
LIFE INSURANCE COMPANY OF NORTH AMERICA	—	180	December	$621
LIFE INSURANCE COMPANY OF NORTH AMERICA	—	929	December	$599
UNUM LIFE INSURANCE COMPANY OF AMERICA	Life	83	December	$597
LIFE INSURANCE COMPANY OF NORTH AMERICA	—	257	December	$578
LIFE INSURANCE COMPANY OF NORTH AMERICA	—	400	December	$571
UNUM LIFE INSURANCE COMPANY OF AMERICA	Life	0	December	$414
LIFE INSURANCE COMPANY OF NORTH AMERICA	Life	105	December	$388
LIFE INSURANCE COMPANY OF NORTH AMERICA	—	610	December	$380
LIFE INSURANCE COMPANY OF NORTH AMERICA	—	0	December	$367
SUN LIFE ASSURANCE COMPANY OF CANADA	Life	13	December	$360
LIFE INSURANCE COMPANY OF NORTH AMERICA	Life	165	October	$349
LIFE INSURANCE COMPANY OF NORTH AMERICA	—	205	December	$347
LIFE INSURANCE COMPANY OF NORTH AMERICA	—	211	June	$287
LIFE INSURANCE COMPANY OF NORTH AMERICA	—	66	August	$209
LIFE INSURANCE COMPANY OF NORTH AMERICA	—	178	December	$193
LIFE INSURANCE COMPANY OF NORTH AMERICA	—	127	December	$190
LIFE INSURANCE COMPANY OF NORTH AMERICA	—	282	September	$186
LIFE INSURANCE COMPANY OF NORTH AMERICA	Disability	99	December	$170
LIFE INSURANCE COMPANY OF NORTH AMERICA	—	99	December	$153
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY	Life	193	December	$144
UNUM LIFE INSURANCE COMPANY OF AMERICA	Disability	3,381	December	$63
LIFE INSURANCE COMPANY OF NORTH AMERICA	—	105	December	$40
UNUM LIFE INSURANCE COMPANY OF AMERICA	—	561	December	$0
LIFE INSURANCE COMPANY OF NORTH AMERICA	—	28,113	December	$0
LIFE INSURANCE COMPANY OF NORTH AMERICA	—	18,756	December	$0
SUN LIFE AND HEALTH INSURANCE COMPANY	—	18	December	$0
LIFE INSURANCE COMPANY OF NORTH AMERICA	Disability	24,687	December	$0
SUN LIFE AND HEALTH INSURANCE COMPANY	—	43	December	$0
SUN LIFE ASSURANCE COMPANY OF CANADA	—	3	December	$0
LIFE INSURANCE COMPANY OF NORTH AMERICA	Disability	4,034	December	$0
LIFE INSURANCE COMPANY OF NORTH AMERICA	Disability	70,191	December	$0
FIRST UNUM LIFE INSURANCE COMPANY	—	2	December	$0
LIFE INSURANCE COMPANY OF NORTH AMERICA	Life	1,552	December	$0
SUN LIFE AND HEALTH INSURANCE COMPANY (U.S.)	—	10,251	December	$0
LIFE INSURANCE COMPANY OF NORTH AMERICA	Life	28,113	December	$0
UNUM LIFE INSURANCE COMPANY OF AMERICA	Disability	561	December	$0
LIFE INSURANCE COMPANY OF NORTH AMERICA	—	3,098	December	$0

Questions

Who is SAGEWELL HEALTHCARE BENEFITS TRUST's benefits broker?

Per its most recent Form 5500 Schedule A, SAGEWELL HEALTHCARE BENEFITS TRUST's broker of record is BENEFIT ADVISORS SERVICES GROUP.

What insurance carrier does SAGEWELL HEALTHCARE BENEFITS TRUST use?

SAGEWELL HEALTHCARE BENEFITS TRUST's benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 201 disclosed carriers.

When does SAGEWELL HEALTHCARE BENEFITS TRUST's group plan renew?

The most recent Schedule A policy period for SAGEWELL HEALTHCARE BENEFITS TRUST ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

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