Henry Dunn Inc
Towanda, PA
Henry Dunn Inc of Towanda, PA is the broker of record on 9 Form 5500 Schedule A filings covering 7 employer benefit plans across 2 states, with $177,411 in reported broker commissions (plan year 2025).
Quick answer
Henry Dunn Inc (Towanda, PA) is the broker of record for 7 employer benefit plan sponsors on 9 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Henry Dunn Inc have?
- Henry Dunn Inc is named as broker on Form 5500 Schedule A filings for 7 distinct plan sponsors in 2 states.
- Who are Henry Dunn Inc's largest employer clients?
- By plan participants, the largest include Upmc (94,391 participants), Northern Tier Regional Providers Trust (385 participants) and Martha Lloyd School, Inc. (229 participants).
- How much does Henry Dunn Inc earn in commissions?
- Insurers reported $177,411 in broker commissions and $10,804 in fees paid to Henry Dunn Inc for plan year 2025, per Schedule A Part 1.
- Where is Henry Dunn Inc located?
- Henry Dunn Inc is based in Towanda, PA and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Henry Dunn Inc 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 |
|---|---|---|---|
| Upmc | PA | 94,391 | 2024-12-31 |
| Northern Tier Regional Providers Trust | PA | 385 | 2025-11-30 |
| Martha Lloyd School, Inc. | PA | 229 | 2025-12-31 |
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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.