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Benefits Intelligence/Broker Directory/Pennsylvania

Duncan Financial Group

Irwin, PA

Duncan Financial Group of Irwin, PA is the broker of record on 27 Form 5500 Schedule A filings covering 11 employer benefit plans across 8 states, with $101,935 in reported broker commissions (plan year 2024).

Employer clients
11
distinct plan sponsors
Schedule A filings
27
States served
8
Reported commissions
$101,935
plan year 2024
Reported fees
$31,684

Employer clients

Plan sponsors naming Duncan Financial Group 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
Ttg Imaging Solutions, LLCPA3892024-12-31
Bob Frink Management, Inc. Dba Rpm ManagementCA2012009-12-31
Lifeservices Management CorporationPA1952012-12-31
8 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.

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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.