Unbiased Insights

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

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Employer

Strategic Distribution, Inc.

P.O. Box 1540, Newtown, PA 18940 · EIN 23-1737774 · Jan 1, 2025 to Dec 31, 2025

Plan year 2025

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Renewal and disruption

Flags

Named parties added

+ Broker - Kelly Benefit Strategies
+ Broker - Pentra, LLC, An Alera Group Agency
+ Broker - Kelly & Assoc Ins Group
+ Broker - Kelly And Associates Insurance
+ Broker - Kelly Benefits Strategies

Named parties removed

− Broker - Kelly & Assoicaties Insurance Group

Coverage added in the last 2 years

+ Legal (2024)

Coverage removed in the last 2 years

− Accident (2025)
− Critical Illness (2025)
− Hospital Care (2025)

Carriers removed

− accident:Cigna Health And Life Insurance Company
− critical illness:Cigna Health And Life Insurance Company
− hospital care:Cigna Health And Life Insurance Company

Reported premium moved

Vision
Life
AD&D
Legal
Other

Comp % outside peer band

Life 46.2% · above peers p10–p90 2.6%–20.2% (median 10.8%, n=455)
Legal 24.3% · above peers p10–p90 10.0%–18.4% (median 12.5%, n=56)

Peer band

641 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 company331Peer median643

Relationships

Who else these parties place

Pentra, LLC, An Alera Group Agency0 other local groups

Broker

Kelly Benefits Strategies0 other local groups

Broker