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Benefits Intelligence/Broker Directory/Pennsylvania

Jody D Marshall

State College, PA

Jody D Marshall of State College, PA is the broker of record on 3 Form 5500 Schedule A filings covering 2 employer benefit plans, with $4,157 in reported broker commissions (plan year 2025).

Employer clients
2
distinct plan sponsors
Schedule A filings
3
States served
1
Reported commissions
$4,157
plan year 2025
Reported fees
$123

Employer clients

Plan sponsors naming Jody D Marshall 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
UpmcPA94,3912024-12-31
Point Spring CompanyPA1412024-12-31
Point Spring CompanyPA1382025-12-31

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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.