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Form 5500 · Employee benefit plan · HEIDELBERG, PA

WOLTZ & WIND FORD, INC.

Public Form 5500 records show how WOLTZ & WIND FORD, INC. (HEIDELBERG, PA) structures its employee benefits. Its broker of record is LINCOLN FINANCIAL ADVISORS. Coverage is written through LINCOLN NATIONAL LIFE INSURANCE COMPANY. 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 25-1353793 · plan 001 · as of Jul 2026

Participants
314
Carriers on file
1
Disclosed commissions
$39,894
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
LINCOLN NATIONAL LIFE INSURANCE COMPANY321December$39,894

Questions

Who is WOLTZ & WIND FORD, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, WOLTZ & WIND FORD, INC.'s broker of record is LINCOLN FINANCIAL ADVISORS.

What insurance carrier does WOLTZ & WIND FORD, INC. use?

WOLTZ & WIND FORD, INC.'s benefit plan is written through LINCOLN NATIONAL LIFE INSURANCE COMPANY.

When does WOLTZ & WIND FORD, INC.'s group plan renew?

The most recent Schedule A policy period for WOLTZ & WIND FORD, INC. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from WOLTZ & WIND FORD, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.