Independence Planning Group
Blue Bell, PA
Independence Planning Group of Blue Bell, PA is the broker of record on 17 Form 5500 Schedule A filings covering 10 employer benefit plans across 3 states, with $544 in reported broker commissions (plan year 2025).
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 |
| Universal Printing Company LLC | PA | 134 | 2025-01-31 |
| Hygrade Metal Moulding Manufacturing Corp. | PA | 124 | 2025-06-30 |
Know who holds the account, and when it renews.
Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal date — from Form 5500 Schedule A, joined to funding rounds, executive hires and layoff notices.
Other benefits brokers in Pennsylvania
Form 5500 Schedule A Part 1 (broker of record), 2024–2025 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.