Independence Underwriting Partners
Wayne, PA
Independence Underwriting Partners of Wayne, PA is the broker of record on 4 Form 5500 Schedule A filings covering 2 employer benefit plans, with $95,317 in reported broker commissions (plan year 2025).
Quick answer
Independence Underwriting Partners (Wayne, PA) is the broker of record for 2 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Independence Underwriting Partners have?
- Independence Underwriting Partners is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
- Who are Independence Underwriting Partners's largest employer clients?
- By plan participants, the largest include Stockman Financial Corp. (703 participants) and Rocky Mountain Elk Foundation Inc (253 participants).
- How much does Independence Underwriting Partners earn in commissions?
- Insurers reported $95,317 in broker commissions and $77,899 in fees paid to Independence Underwriting Partners for plan year 2025, per Schedule A Part 1.
- Where is Independence Underwriting Partners located?
- Independence Underwriting Partners is based in Wayne, PA.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Independence Underwriting Partners 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 |
|---|---|---|---|
| Stockman Financial Corp. | MT | 703 | 2025-12-31 |
| Rocky Mountain Elk Foundation Inc | MT | 253 | 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.