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Benefits Intelligence/Broker Directory/Pennsylvania

Emerson Reid & Company Inc

Blue Bell, PA

Emerson Reid & Company Inc of Blue Bell, PA is the broker of record on 15 Form 5500 Schedule A filings covering 8 employer benefit plans across 6 states, with $342,109 in reported broker commissions (plan year 2025).

Employer clients
8
distinct plan sponsors
Schedule A filings
15
States served
6
Reported commissions
$342,109
plan year 2025
Reported fees
$755,009

Quick answer

Emerson Reid & Company Inc (Blue Bell, PA) is the broker of record for 8 employer benefit plan sponsors on 15 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Emerson Reid & Company Inc have?
Emerson Reid & Company Inc is named as broker on Form 5500 Schedule A filings for 8 distinct plan sponsors in 6 states.
Who are Emerson Reid & Company Inc's largest employer clients?
By plan participants, the largest include Kirkland & Ellis, LLP (7,287 participants), Board Of Trustees, Allen Health Care Home Health Care Benefit Fund (752 participants) and Tevora Business Solutions, Inc. (215 participants).
How much does Emerson Reid & Company Inc earn in commissions?
Insurers reported $342,109 in broker commissions and $755,009 in fees paid to Emerson Reid & Company Inc for plan year 2025, per Schedule A Part 1.
Where is Emerson Reid & Company Inc located?
Emerson Reid & Company Inc is based in Blue Bell, PA and has employer clients in 6 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Emerson Reid & Company 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
Kirkland & Ellis, LLPIL7,2872024-12-31
Board Of Trustees, Allen Health Care Home Health Care Benefit FundTX7522021-12-31
Tevora Business Solutions, Inc.CA2152021-12-31
5 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.