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Benefits Intelligence/Broker Directory/Pennsylvania

Edward P Dougherty Inc

Reading, PA

Edward P Dougherty Inc of Reading, PA is the broker of record on 12 Form 5500 Schedule A filings covering 7 employer benefit plans across 5 states, with $1,224 in reported broker commissions (plan year 2025).

Employer clients
7
distinct plan sponsors
Schedule A filings
12
States served
5
Reported commissions
$1,224
plan year 2025
Reported fees
$217

Quick answer

Edward P Dougherty Inc (Reading, PA) is the broker of record for 7 employer benefit plan sponsors on 12 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Edward P Dougherty Inc have?
Edward P Dougherty Inc is named as broker on Form 5500 Schedule A filings for 7 distinct plan sponsors in 5 states.
Who are Edward P Dougherty Inc's largest employer clients?
By plan participants, the largest include Grace Inspired Ministries (323 participants), Hospice Of New York, LLC (171 participants) and Lakewood Resource And Referral Center (136 participants).
How much does Edward P Dougherty Inc earn in commissions?
Insurers reported $1,224 in broker commissions and $217 in fees paid to Edward P Dougherty Inc for plan year 2025, per Schedule A Part 1.
Where is Edward P Dougherty Inc located?
Edward P Dougherty Inc is based in Reading, PA and has employer clients in 5 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Edward P Dougherty 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
Grace Inspired MinistriesPA3232026-03-31
Hospice Of New York, LLCNY1712024-12-31
Lakewood Resource And Referral CenterNJ1362024-12-31
4 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.