Form 5500 · Employee benefit plan · FLEETWOOD, PA
W.D. ZWICKY & SON, INC.
W.D. ZWICKY & SON, INC. of FLEETWOOD, PA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is PCI INSURANCE AGENCY. Coverage is written through UNITED CONCORDIA INSURANCE COMPANY and 3 other carriers. The plan's most recent policy period ended in November.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 23-2580835 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITED CONCORDIA INSURANCE COMPANY | Dental | 17 | November | $939 |
| DEARBORN NATIONAL LIFE INSURANCE COMPANY | Life | 21 | November | $464 |
| NATIONAL VISION ADMINISTRATORS LLC (NGL) | Vision | 13 | November | $121 |
| HM LIFE INSURANCE COMPANY | Stop-loss | 22 | November | $0 |
Questions
Who is W.D. ZWICKY & SON, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, W.D. ZWICKY & SON, INC.'s broker of record is PCI INSURANCE AGENCY.
What insurance carrier does W.D. ZWICKY & SON, INC. use?
W.D. ZWICKY & SON, INC.'s benefit plan is written through UNITED CONCORDIA INSURANCE COMPANY, among 4 disclosed carriers.
When does W.D. ZWICKY & SON, INC.'s group plan renew?
The most recent Schedule A policy period for W.D. ZWICKY & SON, INC. ended in November. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from W.D. ZWICKY & SON, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.