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Form 5500 · Employee benefit plan · PHILADELPHIA, PA

SEPA ASSOCIATES, LLC

SEPA ASSOCIATES, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is CONNER STRONG & BUCKELEW. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 2 other carriers. The plan's most recent policy period ended in June.

Benefits broker of record
Plan renews
June

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 82-1644143 · plan 501 · as of Jul 2026

Participants
951
Carriers on file
3
Disclosed commissions
$90,006
Renewal month
June

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
SUN LIFE ASSURANCE COMPANY OF CANADALife703June$67,857
CIGNA HEALTH AND LIFE INSURANCE COMPANYHealth, Dental, Vision1,152June$21,107
COUNTRYWIDE ENTERPRISES, INC. (IDIQ)87June$1,042

Questions

Who is SEPA ASSOCIATES, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, SEPA ASSOCIATES, LLC's broker of record is CONNER STRONG & BUCKELEW.

What insurance carrier does SEPA ASSOCIATES, LLC use?

SEPA ASSOCIATES, LLC's benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 3 disclosed carriers.

When does SEPA ASSOCIATES, LLC's group plan renew?

The most recent Schedule A policy period for SEPA ASSOCIATES, LLC ended in June. Group plans typically renew on the same annual cycle.

Where does this data come from?

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