Form 5500 · Employee benefit plan · SOUDERTON, PA
UNIVEST FINANCIAL CORPORATION
Public Form 5500 records show how UNIVEST FINANCIAL CORPORATION (SOUDERTON, PA) structures its employee benefits. Its broker of record is EMERSON ROGERS, LLC. Coverage is written through UNITED OF OMAHA LIFE INSURANCE COMPANY and 11 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 23-1886144 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 387 | December | $29,139 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Disability | 833 | December | $19,233 |
| EYEMED VISION CARE | Vision | 599 | December | $12,520 |
| DELTA DENTAL OF PENNSYLVANIA | Dental | 704 | December | $11,016 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 1,001 | December | $7,214 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 117 | December | $2,680 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 149 | December | $1,840 |
| EYEMED VISION CARE | Vision | 8 | December | $168 |
| PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | Life | 19 | December | $16 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 1 | December | $8 |
| AETNA HEALTH, INC. | — | 2 | December | $0 |
| AETNA LIFE INSURANCE CO. | — | 9 | December | $0 |
Questions
Who is UNIVEST FINANCIAL CORPORATION's benefits broker?
Per its most recent Form 5500 Schedule A, UNIVEST FINANCIAL CORPORATION's broker of record is EMERSON ROGERS, LLC.
What insurance carrier does UNIVEST FINANCIAL CORPORATION use?
UNIVEST FINANCIAL CORPORATION's benefit plan is written through UNITED OF OMAHA LIFE INSURANCE COMPANY, among 12 disclosed carriers.
When does UNIVEST FINANCIAL CORPORATION's group plan renew?
The most recent Schedule A policy period for UNIVEST FINANCIAL CORPORATION ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from UNIVEST FINANCIAL CORPORATION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.