Independence Planning Group
Blue Bell, PA
Independence Planning Group of Blue Bell, PA is the broker of record on 20 Form 5500 Schedule A filings covering 11 employer benefit plans across 3 states, with $573 in reported broker commissions (plan year 2025).
Quick answer
Independence Planning Group (Blue Bell, PA) is the broker of record for 11 employer benefit plan sponsors on 20 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Independence Planning Group have?
- Independence Planning Group is named as broker on Form 5500 Schedule A filings for 11 distinct plan sponsors in 3 states.
- Who are Independence Planning Group's largest employer clients?
- By plan participants, the largest include American Health Foundation, Inc. (346 participants), Pleasant Valley Homes, Inc. (135 participants) and Universal Printing Company LLC (129 participants).
- How much does Independence Planning Group earn in commissions?
- Insurers reported $573 in broker commissions paid to Independence Planning Group for plan year 2025, per Schedule A Part 1.
- Where is Independence Planning Group located?
- Independence Planning Group is based in Blue Bell, PA and has employer clients in 3 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Independence Planning Group 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 |
|---|---|---|---|
| American Health Foundation, Inc. | OH | 346 | 2020-12-31 |
| Pleasant Valley Homes, Inc. | PA | 135 | 2025-12-31 |
| Universal Printing Company LLC | PA | 129 | 2026-01-31 |
Sell through benefits brokers? Let us show you around.
Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.
Book a 20-minute walkthroughKnow who holds the account, and when it renews.
Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.
Other benefits brokers in Pennsylvania
- Marsh & Mclennan Agency LLC: 5,997 employer clients, $599,135,960 reported commissions (Conshohocken)
- Emerson Rogers LLC: 1,804 employer clients, $32,536,623 reported commissions (Blue Bell)
- Patriot Growth Insurance Services: 373 employer clients, $17,044,527 reported commissions (Fort Washington)
- Adp, Inc.: 249 employer clients, $28,710 reported commissions (Philadelphia)
- Gi George Parent Lp: 232 employer clients, $333,057 reported commissions (Fort Washington)
- Onedigital Premier Services LLC: 206 employer clients, $1,207,211 reported commissions (Berwyn)
- Ascensus Holdings, Inc.: 168 employer clients, $417,985 reported commissions (Dresher)
- Nfp Corporate Services (Pa) Inc: 156 employer clients, $11,360,708 reported commissions (Warrington)
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.