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Benefits Intelligence/Broker Directory/Pennsylvania

James J. Patton

Pittsburgh, PA

James J. Patton of Pittsburgh, PA is the broker of record on 3 Form 5500 Schedule A filings covering 3 employer benefit plans, with $120,577 in reported broker commissions (plan year 2024).

Employer clients
3
distinct plan sponsors
Schedule A filings
3
States served
1
Reported commissions
$120,577
plan year 2024

Quick answer

James J. Patton (Pittsburgh, PA) is the broker of record for 3 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2024.

How many employer clients does James J. Patton have?
James J. Patton is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors.
Who are James J. Patton's largest employer clients?
By plan participants, the largest include Nemacolin Woodlands, Inc. (459 participants), Tudi Mechanical Systems, Inc. (215 participants) and Bethlen Home Of The Hungarian Reformed Fed (115 participants).
How much does James J. Patton earn in commissions?
Insurers reported $120,577 in broker commissions paid to James J. Patton for plan year 2024, per Schedule A Part 1.
Where is James J. Patton located?
James J. Patton is based in Pittsburgh, PA.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming James J. Patton on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Nemacolin Woodlands, Inc.PA4592024-12-31
Tudi Mechanical Systems, Inc.PA2152025-06-30
Bethlen Home Of The Hungarian Reformed FedPA1152024-12-31

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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.