Form 5500 · Employee benefit plan · RADNOR, PA
SURGENT MCCOY CPE, LLC
Public Form 5500 records show how SURGENT MCCOY CPE, LLC (RADNOR, PA) structures its employee benefits. Its broker of record is SIMKISS & BLOCK. Coverage is written through INDEPENDENCE BLUE CROSS and 5 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 34-2037648 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| INDEPENDENCE BLUE CROSS | Health | 225 | December | $85,305 |
| METROPOLITAN LIFE INSURANCE COMPANY | Life, Disability | 261 | December | $18,767 |
| AETNA LIFE INSURANCE COMPANY | Dental, Vision | 242 | December | $4,598 |
| METLIFE LEGAL PLANS | — | 34 | December | $897 |
| INDEPENDENCE BLUE CROSS | — | 158 | December | $0 |
| INDEPENDENCE BLUE CROSS | — | 67 | December | $0 |
Questions
Who is SURGENT MCCOY CPE, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, SURGENT MCCOY CPE, LLC's broker of record is SIMKISS & BLOCK.
What insurance carrier does SURGENT MCCOY CPE, LLC use?
SURGENT MCCOY CPE, LLC's benefit plan is written through INDEPENDENCE BLUE CROSS, among 6 disclosed carriers.
When does SURGENT MCCOY CPE, LLC's group plan renew?
The most recent Schedule A policy period for SURGENT MCCOY CPE, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SURGENT MCCOY CPE, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.