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Benefits Intelligence/Broker Directory/Pennsylvania

Coury Financial Group Lp

Pittsburgh, PA

Coury Financial Group Lp of Pittsburgh, PA is the broker of record on 7 Form 5500 Schedule A filings covering 3 employer benefit plans, with $121,432 in reported broker commissions (plan year 2025).

Employer clients
3
distinct plan sponsors
Schedule A filings
7
States served
1
Reported commissions
$121,432
plan year 2025

Quick answer

Coury Financial Group Lp (Pittsburgh, PA) is the broker of record for 3 employer benefit plan sponsors on 7 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Coury Financial Group Lp have?
Coury Financial Group Lp is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors.
Who are Coury Financial Group Lp's largest employer clients?
By plan participants, the largest include Mylan Inc. (3,612 participants), Mortgage Connect, Lp (1,126 participants) and Millcraft Investments, Inc. D/B/A Piatt Companies (132 participants).
How much does Coury Financial Group Lp earn in commissions?
Insurers reported $121,432 in broker commissions paid to Coury Financial Group Lp for plan year 2025, per Schedule A Part 1.
Where is Coury Financial Group Lp located?
Coury Financial Group Lp is based in Pittsburgh, PA.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Coury Financial Group Lp 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
Mylan Inc.PA3,6122025-12-31
Mortgage Connect, LpPA1,1262025-12-31
Millcraft Investments, Inc. D/B/A Piatt CompaniesPA1322024-12-31

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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.