Form 5500 · Employee benefit plan · PHILADELPHIA, PA
THE REINVESTMENT FUND
Public Form 5500 records show how THE REINVESTMENT FUND (PHILADELPHIA, PA) structures its employee benefits. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 23-2331946 · plan 503 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Dental | 110 | December | $12,825 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 112 | December | $6,910 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 112 | December | $1,495 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 48 | December | $1,408 |
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 USI INSURANCE SERVICES LLC.
What insurance carrier does THE REINVESTMENT FUND use?
THE REINVESTMENT FUND's benefit plan is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, among 4 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.