Fundz
Fundz
Benefits Intelligence/Broker Directory/Pennsylvania

Brokerage Concepts, Inc.

Blue Bell, PA

Brokerage Concepts, Inc. of Blue Bell, PA is the broker of record on 6 Form 5500 Schedule A filings covering 5 employer benefit plans across 3 states, with $127,651 in reported broker commissions (plan year 2025).

Employer clients
5
distinct plan sponsors
Schedule A filings
6
States served
3
Reported commissions
$127,651
plan year 2025
Reported fees
$139,917

Quick answer

Brokerage Concepts, Inc. (Blue Bell, PA) is the broker of record for 5 employer benefit plan sponsors on 6 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Brokerage Concepts, Inc. have?
Brokerage Concepts, Inc. is named as broker on Form 5500 Schedule A filings for 5 distinct plan sponsors in 3 states.
Who are Brokerage Concepts, Inc.'s largest employer clients?
By plan participants, the largest include Energy Services Of America Corporation (734 participants), Gap International, Inc. (116 participants) and Consolidated Scrap Resources, Inc. (90 participants).
How much does Brokerage Concepts, Inc. earn in commissions?
Insurers reported $127,651 in broker commissions and $139,917 in fees paid to Brokerage Concepts, Inc. for plan year 2025, per Schedule A Part 1.
Where is Brokerage Concepts, Inc. located?
Brokerage Concepts, Inc. is based in Blue Bell, PA and has employer clients in 3 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Brokerage Concepts, Inc. on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Energy Services Of America CorporationWV7342025-06-30
Gap International, Inc.PA1162011-09-30
Consolidated Scrap Resources, Inc.PA902025-12-31
2 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Sell through benefits brokers? Let us show you around.

Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.

Book a 20-minute walkthrough

Know who holds the account, and when it renews.

Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

Get Strategic →Start nowBook a 15-min walkthrough

Other benefits brokers in Pennsylvania

All brokers in Pennsylvania →

Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.