How many employer clients does First National Insurance Agency have?

First National Insurance Agency is named as broker on Form 5500 Schedule A filings for 18 distinct plan sponsors in 4 states.

Who are First National Insurance Agency's largest employer clients?

By plan participants, the largest include Exclusive Jets, LLC Dba Flyexclusive (632 participants), Southwestern Pennsylvania Human Services, Inc. (382 participants) and Carolina Comfort Air, Inc. (342 participants).

How much does First National Insurance Agency earn in commissions?

Insurers reported $433,473 in broker commissions and $27,193 in fees paid to First National Insurance Agency for plan year 2025, per Schedule A Part 1.

Where is First National Insurance Agency located?

First National Insurance Agency is based in Pittsburgh, PA and has employer clients in 4 states.

Benefits Intelligence/Broker Directory/Pennsylvania

First National Insurance Agency

Pittsburgh, PA

First National Insurance Agency of Pittsburgh, PA is the broker of record on 40 Form 5500 Schedule A filings covering 18 employer benefit plans across 4 states, with $433,473 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$433,473

plan year 2025

Reported fees

$27,193

Quick answer

First National Insurance Agency (Pittsburgh, PA) is the broker of record for 18 employer benefit plan sponsors on 40 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does First National Insurance Agency have?: First National Insurance Agency is named as broker on Form 5500 Schedule A filings for 18 distinct plan sponsors in 4 states.
Who are First National Insurance Agency's largest employer clients?: By plan participants, the largest include Exclusive Jets, LLC Dba Flyexclusive (632 participants), Southwestern Pennsylvania Human Services, Inc. (382 participants) and Carolina Comfort Air, Inc. (342 participants).
How much does First National Insurance Agency earn in commissions?: Insurers reported $433,473 in broker commissions and $27,193 in fees paid to First National Insurance Agency for plan year 2025, per Schedule A Part 1.
Where is First National Insurance Agency located?: First National Insurance Agency is based in Pittsburgh, PA and has employer clients in 4 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming First National Insurance Agency on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

Employer	State	Participants	Plan year end
Exclusive Jets, LLC Dba Flyexclusive	NC	632	2025-12-31
Southwestern Pennsylvania Human Services, Inc.	PA	382	2025-12-31
Carolina Comfort Air, Inc.	NC	342	2025-10-31

15 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.