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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 Aug 2026

Participants
513,532
Carriers on file
201
Disclosed commissions
$18,588,442
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
SUN LIFE ASSURANCE COMPANY OF CANADALife, Disability41,498December$52,684,236$2,319,890
UNUM LIFE INSURANCE COMPANY OF AMERICA—146December$7,537,440$1,497,982
SUN LIFE ASSURANCE COMPANY OF CANADALife, Disability9,790December$8,344,918$1,128,822
PRUDENTIAL INSURANCE COMPANY OF AMERICALife74,194December$18,593,256$1,081,782
LINCOLN NATIONAL LIFE INSURANCE COMPANYLife, Disability13,449June$13,877,528$864,535
LINCOLN NATIONAL LIFE INSURANCE COMPANYLife, Disability3,326December$14,788,011$785,029
PRUDENTIAL INSURANCE COMPANY OF AMERICALife, Disability22,992December$9,184,087$775,669
UNUM LIFE INSURANCE COMPANY OF AMERICALife468December$4,188,865$568,311
UNUM LIFE INSURANCE COMPANY OF AMERICADisability737December$2,231,981$513,356
UNUM LIFE INSURANCE COMPANY OF AMERICADisability899December$4,661,385$466,139
LIFE INSURANCE COMPANY OF NORTH AMERICALife86,074December$21,642,138$463,864
UNUM LIFE INSURANCE COMPANY OF AMERICADisability445December$4,208,676$399,825
UNUM LIFE INSURANCE COMPANY OF AMERICALife, Disability3,688December$6,369,384$382,163
UNUM LIFE INSURANCE COMPANY OF AMERICALife, Disability5,212December$3,724,568$371,814
UNUM LIFE INSURANCE COMPANY OF AMERICALife, Disability708December$5,536,228$370,513
SUN LIFE ASSURANCE COMPANY OF CANADALife, Disability11,398December$4,168,978$335,568
UNUM LIFE INSURANCE COMPANY OF AMERICALife, Disability8,983December$6,050,460$302,523
UNUM LIFE INSURANCE COMPANY OF AMERICALife, Disability8,374December$2,185,714$294,014
LIFE INSURANCE COMPANY OF NORTH AMERICA—82,048December$2,664,223$287,385
UNUM LIFE INSURANCE COMPANY OF AMERICALife, Disability22,314December$10,619,339$271,221
SUN LIFE ASSURANCE COMPANY OF CANADALife, Disability5,910December$6,796,828$269,111
PRUDENTIAL INSURANCE COMPANY OF AMERICALife, Disability10,355December$8,586,101$236,318
UNUM LIFE INSURANCE COMPANY OF AMERICALife844December$2,207,526$230,261
LIFE INSURANCE COMPANY OF NORTH AMERICADisability12,656December$4,582,441$229,122
LIFE INSURANCE COMPANY OF NORTH AMERICALife32,304December$7,200,506$216,015
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYLife10,165December$3,066,439$214,651
UNUM LIFE INSURANCE COMPANY OF AMERICALife, Disability8,326December$3,828,812$191,441
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYDisability20December$2,366,081$177,456
LIFE INSURANCE COMPANY OF NORTH AMERICADisability7,873December$2,460,819$172,257
UNUM LIFE INSURANCE COMPANY OF AMERICA—22,078December$6,469,038$172,148
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYDisability9,676December$1,983,572$138,850
UNUM LIFE INSURANCE COMPANY OF AMERICALife, Disability992December$1,077,262$137,809
SUN LIFE ASSURANCE COMPANY OF CANADALife, Disability2,583December$1,148,684$117,814
PRUDENTIAL INSURANCE COMPANY OF AMERICALife, Disability935December$727,185$109,765
LIFE INSURANCE COMPANY OF NORTH AMERICALife3,576April$706,468$101,025
LIFE INSURANCE COMPANY OF NORTH AMERICALife1,310December$646,998$97,050
UNUM LIFE INSURANCE COMPANY OF AMERICADisability4,107September$1,869,218$93,461
UNUM LIFE INSURANCE COMPANY OF AMERICALife, Disability1,327December$890,535$84,766
UNUM LIFE INSURANCE COMPANY OF AMERICADisability125December$2,648,640$79,459
LIFE INSURANCE COMPANY OF NORTH AMERICA—4,719December$1,497,596$74,880
LIFE INSURANCE COMPANY OF NORTH AMERICALife8,931December$2,040,167$73,446
LIFE INSURANCE COMPANY OF NORTH AMERICADisability8,930December$2,028,706$73,033
PRUDENTIAL INSURANCE COMPANY OF AMERICALife, Disability432December$438,223$70,526
LIFE INSURANCE COMPANY OF NORTH AMERICADisability63April$425,422$63,813
UNUM LIFE INSURANCE COMPANY OF AMERICALife, Disability1,592December$825,495$62,308
LIFE INSURANCE COMPANY OF NORTH AMERICADisability1,307December$399,954$59,993
UNUM LIFE INSURANCE COMPANY OF AMERICALife3,472December$751,417$55,348
UNUM LIFE INSURANCE COMPANY OF AMERICALife, Disability519December$519,550$51,955
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYLife2,172June$338,254$50,738
PRUDENTIAL INSURANCE COMPANY OF AMERICALife, Disability489December$633,555$50,148
LINCOLN NATIONAL LIFE INSURANCE COMPANYDisability42December$615,350$49,228
LIFE INSURANCE COMPANY OF NORTH AMERICALife1,722April$487,949$48,795
LIFE INSURANCE COMPANY OF NORTH AMERICADisability1,729December$295,589$44,338
SUN LIFE ASSURANCE COMPANY OF CANADALife, Disability2,732December$1,074,289$39,199
LIFE INSURANCE COMPANY OF NORTH AMERICADisability539June$209,933$37,788
LIFE INSURANCE COMPANY OF NORTH AMERICA—389June$249,268$37,390
LIFE INSURANCE COMPANY OF NORTH AMERICALife1,274December$365,206$36,521
LIFE INSURANCE COMPANY OF NORTH AMERICA—314December$226,289$33,943
LIFE INSURANCE COMPANY OF NORTH AMERICADisability271April$338,741$33,873
LIFE INSURANCE COMPANY OF NORTH AMERICALife1,860December$322,579$32,258
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY—706July$290,805$29,080
UNUM LIFE INSURANCE COMPANY OF AMERICALife, Disability867December$244,357$28,805
LIFE INSURANCE COMPANY OF NORTH AMERICA—238December$283,782$28,378
UNUM LIFE INSURANCE COMPANY OF AMERICALife7,374December$1,003,664$28,342
UNUM LIFE INSURANCE COMPANY OF AMERICALife, Disability594December$380,403$26,750
UNUM LIFE INSURANCE COMPANY OF AMERICA—550December$487,791$24,390
UNUM LIFE INSURANCE COMPANY OF AMERICALife, Disability202December$155,346$23,302
LIFE INSURANCE COMPANY OF NORTH AMERICADisability389June$152,128$22,819
LIFE INSURANCE COMPANY OF NORTH AMERICA—32,304December$758,065$22,742
PRUDENTIAL INSURANCE COMPANY OF AMERICALife, Disability2,758December$795,595$22,426
LIFE INSURANCE COMPANY OF NORTH AMERICALife1,012June$170,805$22,205
UNUM LIFE INSURANCE COMPANY OF AMERICA—294December$221,744$22,174
LIFE INSURANCE COMPANY OF NORTH AMERICALife694December$281,693$21,867
LIFE INSURANCE COMPANY OF NORTH AMERICA—603December$309,833$21,688
UNUM LIFE INSURANCE COMPANY OF AMERICADisability1,391December$505,466$20,219
LIFE INSURANCE COMPANY OF NORTH AMERICADisability1,475December$247,723$19,818
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYLife883December$196,048$19,604
LIFE INSURANCE COMPANY OF NORTH AMERICADisability1,603June$390,135$19,506
LIFE INSURANCE COMPANY OF NORTH AMERICALife482December$129,310$19,396
LIFE INSURANCE COMPANY OF NORTH AMERICALife758June$320,463$19,228
LIFE INSURANCE COMPANY OF NORTH AMERICADisability83December$91,758$18,352
SUN LIFE ASSURANCE COMPANY OF CANADALife, Disability83December$97,986$17,597
LIFE INSURANCE COMPANY OF NORTH AMERICALife389June$116,987$17,548
UNUM LIFE INSURANCE COMPANY OF AMERICALife, Disability355December$308,258$17,319
LIFE INSURANCE COMPANY OF NORTH AMERICALife1,542December$213,258$15,963
UNUM LIFE INSURANCE COMPANY OF AMERICA—67December$103,005$15,451
LIFE INSURANCE COMPANY OF NORTH AMERICALife133December$71,009$14,202
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYDisability709December$138,886$13,888
LIFE INSURANCE COMPANY OF NORTH AMERICA—8,931December$94,516$13,232
LIFE INSURANCE COMPANY OF NORTH AMERICALife1,757June$254,159$12,760
LIFE INSURANCE COMPANY OF NORTH AMERICADisability917December$247,356$12,368
LIFE INSURANCE COMPANY OF NORTH AMERICA—264December$75,618$11,343
PRUDENTIAL INSURANCE COMPANY OF AMERICALife426December$1,295,153$10,817
LIFE INSURANCE COMPANY OF NORTH AMERICA—1,467December$208,032$10,402
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYLife402December$100,051$10,006
LIFE INSURANCE COMPANY OF NORTH AMERICALife282September$108,468$9,241
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYLife201December$59,352$8,903
LIFE INSURANCE COMPANY OF NORTH AMERICA—91December$129,435$8,652
UNUM LIFE INSURANCE COMPANY OF AMERICADisability269December$142,274$8,536
LIFE INSURANCE COMPANY OF NORTH AMERICADisability90August$70,441$8,453
LIFE INSURANCE COMPANY OF NORTH AMERICADisability610December$138,639$8,318
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYDisability331July$54,528$8,179
LIFE INSURANCE COMPANY OF NORTH AMERICA—1,307December$53,980$8,097
PRUDENTIAL INSURANCE COMPANY OF AMERICALife, Disability564December$183,175$7,991
LIFE INSURANCE COMPANY OF NORTH AMERICALife947December$131,940$7,916
LIFE INSURANCE COMPANY OF NORTH AMERICA—1,394April$76,530$7,653
FIRST UNUM LIFE INSURANCE COMPANYLife216December$13,437$7,525
LIFE INSURANCE COMPANY OF NORTH AMERICADisability1,338December$247,383$7,421
LIFE INSURANCE COMPANY OF NORTH AMERICADisability108December$47,247$7,087
LIFE INSURANCE COMPANY OF NORTH AMERICALife970December$58,632$6,964
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY—85August$33,795$6,759
LIFE INSURANCE COMPANY OF NORTH AMERICADisability282September$80,623$6,423
UNUM LIFE INSURANCE COMPANY OF AMERICALife268June$63,392$6,339
LIFE INSURANCE COMPANY OF NORTH AMERICA—1,274December$57,490$5,749
UNUM LIFE INSURANCE COMPANY OF AMERICALife, Disability91December$37,978$5,697
LIFE INSURANCE COMPANY OF NORTH AMERICADisability701June$94,646$5,679
UNUM LIFE INSURANCE COMPANY OF AMERICALife131December$35,161$5,274
PRUDENTIAL INSURANCE COMPANY OF AMERICALife, Disability134December$35,971$4,515
LIFE INSURANCE COMPANY OF NORTH AMERICALife400December$26,219$3,933
LIFE INSURANCE COMPANY OF NORTH AMERICADisability163October$37,570$3,878
LIFE INSURANCE COMPANY OF NORTH AMERICALife257December$157,805$3,820
LIFE INSURANCE COMPANY OF NORTH AMERICADisability33December$38,017$3,802
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYLife85August$18,893$3,779
LIFE INSURANCE COMPANY OF NORTH AMERICA—3,576April$24,371$3,655
SUN LIFE ASSURANCE COMPANY OF CANADALife, Disability254December$110,012$3,612
LIFE INSURANCE COMPANY OF NORTH AMERICADisability94December$17,948$3,589
LIFE INSURANCE COMPANY OF NORTH AMERICALife178December$23,769$3,565
LIFE INSURANCE COMPANY OF NORTH AMERICALife125December$47,087$3,475
LIFE INSURANCE COMPANY OF NORTH AMERICALife211June$57,584$3,455
LIFE INSURANCE COMPANY OF NORTH AMERICA—0January$65,372$3,268
LIFE INSURANCE COMPANY OF NORTH AMERICA—1,860December$31,887$3,189
LIFE INSURANCE COMPANY OF NORTH AMERICA—1,757June$31,638$3,164
LIFE INSURANCE COMPANY OF NORTH AMERICADisability66August$26,316$3,158
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYDisability85August$15,758$3,154
LIFE INSURANCE COMPANY OF NORTH AMERICA—125August$26,007$3,121
UNUM LIFE INSURANCE COMPANY OF AMERICALife, Disability358December$59,202$2,960
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYLife331December$19,643$2,946
LIFE INSURANCE COMPANY OF NORTH AMERICA—27December$109,466$2,912
LIFE INSURANCE COMPANY OF NORTH AMERICA—271April$28,437$2,843
LIFE INSURANCE COMPANY OF NORTH AMERICA—389June$18,831$2,825
LIFE INSURANCE COMPANY OF NORTH AMERICA—187December$187,168$2,568
LIFE INSURANCE COMPANY OF NORTH AMERICADisability257December$108,676$2,502
LIFE INSURANCE COMPANY OF NORTH AMERICADisability151August$39,677$2,381
LIFE INSURANCE COMPANY OF NORTH AMERICADisability111December$15,392$2,309
LIFE INSURANCE COMPANY OF NORTH AMERICALife790August$103,434$2,259
LIFE INSURANCE COMPANY OF NORTH AMERICALife66August$17,322$2,079
LIFE INSURANCE COMPANY OF NORTH AMERICA—1,542December$12,824$1,924
LIFE INSURANCE COMPANY OF NORTH AMERICA—37December$20,179$1,920
LIFE INSURANCE COMPANY OF NORTH AMERICA—83December$9,334$1,867
LIFE INSURANCE COMPANY OF NORTH AMERICA—66August$14,107$1,693
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY—193December$36,488$1,642
LIFE INSURANCE COMPANY OF NORTH AMERICALife99December$7,701$1,540
LIFE INSURANCE COMPANY OF NORTH AMERICA—758June$25,146$1,509
LIFE INSURANCE COMPANY OF NORTH AMERICA—1,552December$14,024$1,402
LIFE INSURANCE COMPANY OF NORTH AMERICA—540June$10,689$1,390
LIFE INSURANCE COMPANY OF NORTH AMERICALife929December$119,855$1,238
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYLife238December$12,199$1,220
UNUM LIFE INSURANCE COMPANY OF AMERICALife103December$17,361$868
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYLife170December$19,251$866
LIFE INSURANCE COMPANY OF NORTH AMERICA—804August$7,216$866
LIFE INSURANCE COMPANY OF NORTH AMERICALife205December$39,532$854
LIFE INSURANCE COMPANY OF NORTH AMERICA—111December$5,228$784
NATIONAL UNION FIRE INSURANCE COMPANY OF PITTSBURGH, PA—773June$5,079$762
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYDisability193December$13,941$627
LIFE INSURANCE COMPANY OF NORTH AMERICA—180December$7,466$621
LIFE INSURANCE COMPANY OF NORTH AMERICA—929December$11,985$599
UNUM LIFE INSURANCE COMPANY OF AMERICALife83December$7,594$597
LIFE INSURANCE COMPANY OF NORTH AMERICA—257December$23,965$578
LIFE INSURANCE COMPANY OF NORTH AMERICA—400December$3,805$571
UNUM LIFE INSURANCE COMPANY OF AMERICALife0December$2,762$414
LIFE INSURANCE COMPANY OF NORTH AMERICALife105December$23,849$388
LIFE INSURANCE COMPANY OF NORTH AMERICA—610December$6,331$380
LIFE INSURANCE COMPANY OF NORTH AMERICA—0December$25,594$367
SUN LIFE ASSURANCE COMPANY OF CANADALife13December$3,263$360
LIFE INSURANCE COMPANY OF NORTH AMERICALife165October$29,283$349
LIFE INSURANCE COMPANY OF NORTH AMERICA—205December$3,471$347
LIFE INSURANCE COMPANY OF NORTH AMERICA—211June$4,787$287
LIFE INSURANCE COMPANY OF NORTH AMERICA—66August$2,086$209
LIFE INSURANCE COMPANY OF NORTH AMERICA—178December$1,289$193
LIFE INSURANCE COMPANY OF NORTH AMERICA—127December$2,543$190
LIFE INSURANCE COMPANY OF NORTH AMERICA—282September$2,288$186
LIFE INSURANCE COMPANY OF NORTH AMERICADisability99December$11,133$170
LIFE INSURANCE COMPANY OF NORTH AMERICA—99December$769$153
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYLife193December$3,196$144
UNUM LIFE INSURANCE COMPANY OF AMERICADisability3,381December$2,056,308$63
LIFE INSURANCE COMPANY OF NORTH AMERICA—105December$2,476$40
UNUM LIFE INSURANCE COMPANY OF AMERICA—561December$180,071$0
LIFE INSURANCE COMPANY OF NORTH AMERICA—28,113December$171,214$0
LIFE INSURANCE COMPANY OF NORTH AMERICA—18,756December$449,724$0
SUN LIFE AND HEALTH INSURANCE COMPANY—18December$9,487$0
LIFE INSURANCE COMPANY OF NORTH AMERICADisability24,687December$1,103,123$0
SUN LIFE AND HEALTH INSURANCE COMPANY—43December$27,404$0
SUN LIFE ASSURANCE COMPANY OF CANADA—3December$3,675$0
LIFE INSURANCE COMPANY OF NORTH AMERICADisability4,034December$3,846,207$0
LIFE INSURANCE COMPANY OF NORTH AMERICADisability70,191December$9,577,699$0
FIRST UNUM LIFE INSURANCE COMPANY—2December$716$0
LIFE INSURANCE COMPANY OF NORTH AMERICALife1,552December$79,640$0
SUN LIFE AND HEALTH INSURANCE COMPANY (U.S.)—10,251December$22,196$0
LIFE INSURANCE COMPANY OF NORTH AMERICALife28,113December$3,181,234$0
UNUM LIFE INSURANCE COMPANY OF AMERICADisability561December$131,737$0
LIFE INSURANCE COMPANY OF NORTH AMERICA—3,098December$1,157,615$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.