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Form 5500 · Employee benefit plan · SOMERSET, PA

SOMERSET TRUST COMPANY

Public Form 5500 records show how SOMERSET TRUST COMPANY (SOMERSET, PA) structures its employee benefits. Its broker of record is CBIZ BENEFITS & INSURANCE SERVICES. Coverage is written through AMERICA UNITED LIFE INSURANCE COMPANY and 3 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 25-0807970 · plan 504 · as of Jul 2026

Participants
384
Carriers on file
4
Disclosed commissions
$5,821
Renewal month
June

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
AMERICA UNITED LIFE INSURANCE COMPANYLife, Disability392June$7,304
UPMC HEALTH BENEFITSVision5August$-6
UPMC HEALTH BENEFITSVision26August$-67
UPMC HEALTH BENEFITSVision685August$-1,410

Questions

Who is SOMERSET TRUST COMPANY's benefits broker?

Per its most recent Form 5500 Schedule A, SOMERSET TRUST COMPANY's broker of record is CBIZ BENEFITS & INSURANCE SERVICES.

What insurance carrier does SOMERSET TRUST COMPANY use?

SOMERSET TRUST COMPANY's benefit plan is written through AMERICA UNITED LIFE INSURANCE COMPANY, among 4 disclosed carriers.

When does SOMERSET TRUST COMPANY's group plan renew?

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

Where does this data come from?

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