Form 5500 · Employee benefit plan · BALA CYNWYD, PA
SUSQUEHANNA INTERNATIONAL GROUP, LLP
The filing calls this plan SUSQUEHANNA INTERNATIONAL GROUP, LLP WELFARE AND FLEXIBLE BENEFITS PLAN.
SUSQUEHANNA INTERNATIONAL GROUP, LLP of BALA CYNWYD, PA is a 1,868-participant finance and insurance employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is MARSH AND MCLENNAN AGENCY. Coverage is written through HARTFORD LIFE AND ACCIDENT and 5 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 23-2795207 · plan 501 · plan year 2024, filed Sep 29, 2025
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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
Health: the largest of the 2 insured health contracts, with AETNA LIFE INSURANCE COMPANY, covers 67 of 1,868 participants (3.6%) on Schedule A.
Dental: AETNA LIFE INSURANCE COMPANY covers 67 of 1,868 participants (3.6%) on Schedule A.
Vision: the largest of the 2 insured vision contracts, with AETNA LIFE INSURANCE COMPANY, covers 67 of 1,868 participants (3.6%) on Schedule A.
Also declared: prepaid legal, death benefits, 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 7 insured contracts covering health, dental, vision, life and disability; the largest, with HARTFORD LIFE AND ACCIDENT, covers 2,360 people.
Reported premium across the insured contracts is $2,288,819, with $116,638 in disclosed broker commissions — about 5.1% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
MARSH AND MCLENNAN AGENCY is the broker of record on 1 of the 7 contracts; the rest name a different broker or none.
6 carriers appear on the filing, including HARTFORD LIFE AND ACCIDENT, AETNA LIFE INSURANCE COMPANY, VISION SERVICE PLAN and METLIFE LEGAL PLANS. HARTFORD LIFE AND ACCIDENT writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| HARTFORD LIFE AND ACCIDENT | Life, Disability | 2,360 | Jan 1, 2025 | $1,372,723 | $63,638 |
| AETNA LIFE INSURANCE COMPANY | Health | 1,508 | Jan 1, 2025 | $191,324 | $30,286 |
| AETNA LIFE INSURANCE COMPANY | Health, Dental, Vision | 67 | Jan 1, 2025 | $435,695 | $20,333 |
| METROPOLITAN LIFE INSURANCE COMPANY | — | 69 | Jan 1, 2025 | $32,422 | $1,538 |
| AETNA INTERNATIONAL | — | 180 | Jan 1, 2025 | $9,273 | $843 |
| VISION SERVICE PLAN | Vision | 1,299 | Jan 1, 2025 | $152,405 | $0 |
| METLIFE LEGAL PLANS | — | 452 | Jan 1, 2025 | $94,977 | $0 |
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.
Other plans filed by this employer
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