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Form 5500 · Employee benefit plan · STATE COLLEGE, PA

UNIVERSITY ORTHOPEDIC CENTER, LTD

UNIVERSITY ORTHOPEDIC CENTER, LTD's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is EXECUTIVE INSURANCE ADVISORS. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 3 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 25-1655314 · plan 502 · as of Jul 2026

Participants
206
Carriers on file
4
Disclosed commissions
$28,887
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
SUN LIFE ASSURANCE COMPANY OF CANADALife, Disability196December$25,555
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICADental86December$2,340
VISION BENEFITS OF AMERICAVision97December$992
LYTLE BEHAVIORAL HEALTH, LCC DBA ALLONEHEALTH216December$0

Questions

Who is UNIVERSITY ORTHOPEDIC CENTER, LTD's benefits broker?

Per its most recent Form 5500 Schedule A, UNIVERSITY ORTHOPEDIC CENTER, LTD's broker of record is EXECUTIVE INSURANCE ADVISORS.

What insurance carrier does UNIVERSITY ORTHOPEDIC CENTER, LTD use?

UNIVERSITY ORTHOPEDIC CENTER, LTD's benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 4 disclosed carriers.

When does UNIVERSITY ORTHOPEDIC CENTER, LTD's group plan renew?

The most recent Schedule A policy period for UNIVERSITY ORTHOPEDIC CENTER, LTD ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from UNIVERSITY ORTHOPEDIC CENTER, LTD's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.