Unbiased Insights

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Unbiased Insights · Data from Department of Labor Form 5500 filings · About this data

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Employer

Richard J. Caron Foundation

68 North Galen Hall Road, Wernersville, PA 19565 · EIN 23-6050680 · Jul 1, 2024 to Jun 30, 2025

Plan year 2024

View

Renewal and disruption

Flags

Named parties removed

− Broker - Christian D Santiago
− Broker - David B Spencer
− Broker - Anthony S Almodovar
− Broker - Beth Ann Rider
− Broker - Brad Goldsmith
− Broker - Mark A Clarke
− Broker - Bryan Dale Libby
− Broker - David C Sweigard
− Broker - Jamey Miller, Inc
− Broker - Christopher C Hayward
− Broker - Christian Santiago
− Broker - Tallon And Associates, Inc

Coverage added in the last 2 years

+ Dental (2024)
+ Individual Disability Income (2023)

Carriers added

+ Aetna Life Insurance Co.

Carriers removed

− Aflac

Covered lives moved

912 vs 776 in 2023

Reported premium moved

Employee Assistance Program
Individual Disability Income

Comp % outside peer band

Medical 32.3% · above peers p10–p90 1.1%–14.6% (median 3.7%, n=609)

Peer band

1492 Lancaster groups · 250+ lives

No stop-loss on filing. Median overlay uses the same lives band. Missing Schedule A is a gap, not $0.

Series

This company912Peer median621.5

Relationships

Who else these parties place

Engle, Hambright & Davies, Inc.81 other local groups

Broker

Abel Construction Co Inc, Alan Wadsworth, Allegheny Contracting, LLC, Atomic Design, Inc., Boose Aluminum Foundry Co Inc

Conner Strong & Buckelew Companies78 other local groups

Broker

365 Health Services, LLC, Abington Friends School, Academy In Manayunk DBA Aim Academy, Accesslex Institute, Albright College

Alliant Insurance Services, Inc.59 other local groups

Broker

Acutronic Usa, Inc., Ambassador Home Improvements, Inc., Ascend Ministries, Ascendance Trucks North America, LLC, Ascensus, LLC