Fundz
Fundz
Benefits Intelligence/Broker Directory/Pennsylvania

Emerson Rodgers LLC

Blue Bell, PA

Emerson Rodgers LLC of Blue Bell, PA is the broker of record on 30 Form 5500 Schedule A filings covering 23 employer benefit plans across 13 states, with $197,161 in reported broker commissions (plan year 2025).

Employer clients
23
distinct plan sponsors
Schedule A filings
30
States served
13
Reported commissions
$197,161
plan year 2025
Reported fees
$50,823

Quick answer

Emerson Rodgers LLC (Blue Bell, PA) is the broker of record for 23 employer benefit plan sponsors on 30 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Emerson Rodgers LLC have?
Emerson Rodgers LLC is named as broker on Form 5500 Schedule A filings for 23 distinct plan sponsors in 13 states.
Who are Emerson Rodgers LLC's largest employer clients?
By plan participants, the largest include Jewish Community Health Plan (669 participants), Pallet Management Services LLC (568 participants) and Bci Brands Inc. (250 participants).
How much does Emerson Rodgers LLC earn in commissions?
Insurers reported $197,161 in broker commissions and $50,823 in fees paid to Emerson Rodgers LLC for plan year 2025, per Schedule A Part 1.
Where is Emerson Rodgers LLC located?
Emerson Rodgers LLC is based in Blue Bell, PA and has employer clients in 13 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Emerson Rodgers LLC 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
Jewish Community Health PlanPA6692025-06-30
Pallet Management Services LLCAZ5682025-12-31
Bci Brands Inc.NY2502024-12-31
20 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.