PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. SOMERSET TRUST COMPANY

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 25-0807970

SOMERSET TRUST COMPANY

151 W. MAIN STREET · SOMERSET, PA 15501
8144439200
Plans filed
1
Years active
2016–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$176K
No prior year
Persons covered
685
No prior year
Total participants
395
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #504$176K
SOMERSET TRUST COMPANY HEALTH AND WELFARE BENEFITS PLAN
Mixed685 covered·2 carriers
Primary: AMERICA UNITED LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$136K30.4%
Long-term disability$136K30.4%
Other$136K30.4%
Vision$40K8.9%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 350145825
LLTDOth
$136K77.4%11392
UPMC HEALTH OPTIONS
EIN 251844144
V
$40K22.6%13685

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
CBIZ BENEFITS & INSURANCE SERVICESCINCINNATI, OHUPMC HEALTH BENEFITS, AMERICA UNITED LIFE INSURANCE COMPANY$6K$5K$11K100.0%1

History & trajectory

10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica