Plan Ledger DOL Form 5500 · updated monthly

Univest Financial Corporationbenefits

Univest Financial Corporation Group Life and Health Plan · SOUDERTON, PA · plan year 2025

Broker compensation reported · 2025
$165,226

Univest Financial Corporation's benefits plans covered 1,021 active participants in 2025, providing health · life · dental · long-term disability · other · vision. Insurance brokers and agents were paid $165,226 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $162 per covered person, below the median for employer plans that report broker pay. Broker pay rose 7.2% from $154,183 in 2024.

Insurance contracts · 202515
AETNA LIFE INSURANCE CO. · ppopremiums n/a · 8 covered
AETNA HEALTH, INC. · hmopremiums n/a · 2 covered
DELTA DENTAL OF PENNSYLVANIA · dentalpremiums n/a · 713 covered
FIDELITY SECURITY LIFE INSURANCE COMPANY · visionpremiums n/a · 616 covered
FIDELITY SECURITY LIFE INSURANCE COMPANY · visionpremiums n/a · 6 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · ltdpremiums n/a · 843 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 1,021 covered
UNITED OF OMAHA LIFE INSURANCE COMPANYpremiums n/a · 118 covered
UNITED OF OMAHA LIFE INSURANCE COMPANYpremiums n/a · 158 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 389 covered
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY · lifepremiums n/a · 16 covered
UNIMERICA INSURANCE COMPANY · stop-losspremiums n/a
THE NORTH RIVER INSURANCE COMPANY · stop-losspremiums n/a · 733 covered
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 50 covered
Brokers & agents paid · 20254
EMERSON ROGERS LLC$138,378 · incl $74,939 fees
UNIVEST INSURANCE, INC$14,719
UNIVEST INSURANCE INC$12,114
MAVEN BENEFITS PARTNERS$15
Also brokered by Emerson Rogers LLC5
Minitab, LLC PA$264,965

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 231886144 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.