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Form 5500 · Employee benefit plan · LANCASTER, PA

SAGEWORTH TRUST COMPANY

SAGEWORTH TRUST COMPANY of LANCASTER, PA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Coverage is written through OPTUM HEALTH (UNIMERICA INSURANCE COMPANY) and 2 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Not disclosed
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 23-3089620 · plan 501 · as of Jul 2026

Participants
64
Carriers on file
3
Disclosed commissions
$0
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
OPTUM HEALTH (UNIMERICA INSURANCE COMPANY)Stop-loss0December$0
PRINCIPAL LIFE INSURANCE COMPANYLife, Disability0December$0
CRUM & FORSTERStop-loss74December$0

Questions

What insurance carrier does SAGEWORTH TRUST COMPANY use?

SAGEWORTH TRUST COMPANY's benefit plan is written through OPTUM HEALTH (UNIMERICA INSURANCE COMPANY), among 3 disclosed carriers.

When does SAGEWORTH TRUST COMPANY's group plan renew?

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

Where does this data come from?

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