# INDEPENDENCE HEALTH GROUP HEALTH AND WELFARE PLAN

Health and welfare plan sponsored by **INDEPENDENCE HEALTH SYSTEM**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | INDEPENDENCE HEALTH SYSTEM |
| EIN | 921340805 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | GREENSBURG, PA |
| Industry | hospital & health care |
| Funding | mixed |
| Total premiums | $7.1M |
| Participants | 4,971 |
| Persons covered | 6,275 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| STANDARD INSURANCE COMPANY | STD, Life, Other, LTD |
| HM LIFE INSURANCE COMPANY | Stop-loss |
| VOYA FINANCIAL | Other |
| VISION SERVICE PLAN (VSP) | Vision |
| TRUSTMARK INSURANCE COMPANY | Life, Other |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | STD |
| HUMANA INSURANCE COMPANY | Dental, Vision |
| LEGAL ACCESS PLANS, LLC | Other |
| HARTFORD LIFE AND ACCIDENT | Other |

## Brokers

| Broker | Placed with |
|---|---|
| THE MCCLAIN GROUP LLC | RELIASTAR LIFE INSURANCE COMPANY |
| HENDERSON BROTHERS, INC. | RELIASTAR LIFE INSURANCE COMPANY |
| THE MCCLAIN GROUP LLC | TRUSTMARK INSURANCE COMPANY |
| HENDERSON BROTHERS, INC. | TRUSTMARK INSURANCE COMPANY |
| THE MCCLAIN GROUP LLC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| HENDERSON BROTHERS, INC. | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| TIMOTHY BIRDSONG | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| DONNA TROXELL | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| HENDERSON BROTHERS, INC. | HUMANA INSURANCE COMPANY |
| ROBIN ELLIOTT | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| HENDERSON BROTHERS, INC. | LEGALPLANS, USA |
| THE MCCLAIN GROUP LLC | LEGALPLANS, USA |

## 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/921340805-501
- Cite as: PlanOptica, https://planoptica.com/welfare/921340805-501
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