# THE STEVENS & LEE, P.C. FLEXIBLE BENEFITS PLAN

Health and welfare plan sponsored by **STEVENS & LEE PC**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | STEVENS & LEE PC |
| EIN | 231886296 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | READING, PA |
| Industry | law practice |
| Funding | mixed |
| Total premiums | $1.5M |
| Participants | 429 |
| Persons covered | 685 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| METLIFE LEGAL PLANS | Dental, Life, Other |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | LTD, Life, Other |
| HIGHMARK INC. | Vision |
| HARTFORD LIFE AND ACCIDENT | Other |

## Brokers

| Broker | Placed with |
|---|---|
| ASSUREDPARTNERS | METROPOLITAN LIFE INSURANCE COMPANY |
| DRAKE LEHNER & MORGAN LLC | METROPOLITAN LIFE INSURANCE COMPANY |
| TOMPKINS INSURANCE AGENCIES | UNUM LIFE INSURANCE COMPANY OF AMERICA |
| TOMPKINS INSURANCE AGENCIES | HIGHMARK |
| USI INSURANCE SERVICES LLC | UNUM LIFE INSURANCE COMPANY OF AMERICA |
| THE LOOMIS COMPANY | HARTFORD FIRE INSURANCE COMPANY |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/231886296-501
- Cite as: PlanOptica, https://planoptica.com/welfare/231886296-501
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers