Fundz
Fundz
Benefits Intelligence/Broker Directory/Pennsylvania

Charles Bagley

Blue Bell, PA

Charles Bagley of Blue Bell, PA is the broker of record on 107 Form 5500 Schedule A filings covering 53 employer benefit plans across 2 states, with $275 in reported broker commissions (plan year 2014).

Employer clients
53
distinct plan sponsors
Schedule A filings
107
States served
2
Reported commissions
$275
plan year 2014
Reported fees
$10,278

Employer clients

Plan sponsors naming Charles Bagley 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
Goodwill Keystone AreaPA7032012-12-31
Community Action Program Of Lancast Er CountyPA2772013-06-30
Jewish Home Of Eastern PennsylvaniaPA2462009-12-31
50 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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 now

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.