Form 5500 · Employee benefit plan · PHILADELPHIA, PA
THE REINVESTMENT FUND
THE REINVESTMENT FUND's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is EMERSON ROGERS, LLC. Coverage is written through INDEPENDENCE BLUE CROSS - PPO and 6 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 23-2331946 · plan 501 · as of Aug 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| INDEPENDENCE BLUE CROSS - PPO | Health | 206 | December | $2,082,676 | $86,459 |
| INDEPENDENCE BLUE CROSS - KEYSTONE | Health | 62 | December | $523,655 | $20,470 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Dental | 117 | December | $181,043 | $18,104 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 120 | December | $63,138 | $9,471 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 101 | December | $13,165 | $1,975 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 120 | December | $12,701 | $1,905 |
| VISION SERVICE PLAN | Vision | 115 | December | $14,558 | $914 |
Questions
Who is THE REINVESTMENT FUND's benefits broker?
Per its most recent Form 5500 Schedule A, THE REINVESTMENT FUND's broker of record is EMERSON ROGERS, LLC.
What insurance carrier does THE REINVESTMENT FUND use?
THE REINVESTMENT FUND's benefit plan is written through INDEPENDENCE BLUE CROSS - PPO, among 7 disclosed carriers.
When does THE REINVESTMENT FUND's group plan renew?
The most recent Schedule A policy period for THE REINVESTMENT FUND ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from THE REINVESTMENT FUND's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.