Form 5500 · Employee benefit plan · PLYMOUTH MEETING, PA
SHK MANAGEMENT, INC.
The filing calls this plan SHK MANAGEMENT, INC. HEALTH LIFE TEMPORARY & LONG-TERM DISABILITY.
SHK MANAGEMENT, INC. of PLYMOUTH MEETING, PA spreads its employee benefits across 3 insurance carriers, according to its Form 5500 Schedule A. Its broker of record is TOMPKINS INS AGENCIES INC. Coverage is written through INDEPENDENCE BLUE CROSS and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 23-2827661 · plan 502 · plan year 2025, filed Jul 1, 2026
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2,778 other employer plans in Pennsylvania have policy years ending in December. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Fully insured as reported
The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
Benefits declared on this filing
Also declared: other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 4 insured contracts covering health, dental, vision, life and disability; the largest, with INDEPENDENCE BLUE CROSS, covers 730 people.
Reported premium across the insured contracts is $7,318,126, with $113,156 in disclosed broker commissions — about 1.5% of premium.
The health contract's policy period ended in December, while at least one ancillary line's policy period ended in August. The plan is on a split renewal cycle.
TOMPKINS INS AGENCIES INC is the broker of record on 1 of the 4 contracts; the rest name a different broker or none.
3 carriers appear on the filing, including INDEPENDENCE BLUE CROSS, METROPOLITAN LIFE INSURANCE COMPANY and HARTFORD LIFE AND ACCIDENT. INDEPENDENCE BLUE CROSS writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| METROPOLITAN LIFE INSURANCE COMPANY | Dental, Vision | 802 | Sep 1, 2025 | $434,879 | $58,455 |
| HARTFORD LIFE AND ACCIDENT | Life, Disability | 799 | Jan 1, 2026 | $282,420 | $54,701 |
| INDEPENDENCE BLUE CROSS | Health | 730 | Jan 1, 2026 | $5,497,802 | $0 |
| INDEPENDENCE BLUE CROSS | Health | 705 | Jan 1, 2026 | $1,103,025 | $0 |
Premium and claims on these contracts
INDEPENDENCE BLUE CROSS, contract 0000834238. For the contract year on this filing, the carrier reported $5,497,802 in premium earned and $2,949,215 in claims incurred. Dividing one by the other gives 54%.
INDEPENDENCE BLUE CROSS, contract 0000834238. For the contract year on this filing, the carrier reported $1,103,025 in premium earned and $1,847,164 in claims incurred. Dividing one by the other gives 167%.
- INDEPENDENCE BLUE CROSS, contract 0000834238 reported $540,934 in retention.
- INDEPENDENCE BLUE CROSS, contract 0000834238 reported $48,397 in retention.
Retention is what the carrier kept of the premium after claims, as reported: administration, commissions and other charges.
Only experience-rated contracts report these figures, so most filings leave them blank.
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Reported to OSHA
Reported to OSHA for 2025: 615 employees, 39 recordable cases, 675 days away from work.
Source: OSHA Injury Tracking Application establishment data, 2025.
Other plans filed by this employer
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