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Benefits Intelligence/Broker Directory/Pennsylvania

Engle-Hambright-Davies Inc

Lancaster, PA

Engle-Hambright-Davies Inc of Lancaster, PA is the broker of record on 16 Form 5500 Schedule A filings covering 11 employer benefit plans, with $117,886 in reported broker commissions (plan year 2025).

Employer clients
11
distinct plan sponsors
Schedule A filings
16
States served
1
Reported commissions
$117,886
plan year 2025
Reported fees
$2,811

Quick answer

Engle-Hambright-Davies Inc (Lancaster, PA) is the broker of record for 11 employer benefit plan sponsors on 16 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Engle-Hambright-Davies Inc have?
Engle-Hambright-Davies Inc is named as broker on Form 5500 Schedule A filings for 11 distinct plan sponsors.
Who are Engle-Hambright-Davies Inc's largest employer clients?
By plan participants, the largest include The Phoenix Forge Group LLC (519 participants), R. M. Palmer Company, LLC (438 participants) and Linkbancorp, Inc. (308 participants).
How much does Engle-Hambright-Davies Inc earn in commissions?
Insurers reported $117,886 in broker commissions and $2,811 in fees paid to Engle-Hambright-Davies Inc for plan year 2025, per Schedule A Part 1.
Where is Engle-Hambright-Davies Inc located?
Engle-Hambright-Davies Inc is based in Lancaster, PA.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Engle-Hambright-Davies 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
The Phoenix Forge Group LLCPA5192025-12-31
R. M. Palmer Company, LLCPA4382025-12-31
Linkbancorp, Inc.PA3082025-07-31
8 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.